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Our financial advice team


Jefferson Harris, Financial Advisor serving the Oklahoma City, OK area - Ameriprise Advisors

Jefferson Harris

CFP®, CRPC

Financial Advisor

Marks & Associates
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66

Education

  • Bachelor of Science - Finance at Southern Nazarene University

Awards & recognition

  • Marks & Associates, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

  • Member of the Greater Oklahoma City Chamber

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Marks & Associates - Community participation photo

As a volunteer at the Regional Food Bank of Oklahoma, we help pack thousands of pounds of food that are distributed to families in need across Oklahoma. I enjoy seeing the number of meals we are able to provide in the few hours we are at the packing facility.

Interests

  • Playing golf at Oak Tree Country Club in Edmond, OK
  • Spending time with my friends
  • Going on vacations with my family
  • Oklahoma City Thunder Basketball and Oklahoma State Sports

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Marks & Associates on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!