Jefferson Harris - Ameriprise Financial Advisor

09/05/2025

Happy National 401(k) Day! Today’s the perfect reminder to check in on your retirement goals and make sure your future is on track. Whether you're just getting started or you're a seasoned saver, every step counts!

07/21/2025

Reminder! Join us for a Market Update Call this Wednesday, July 23rd at 12:00 PM CT on Microsoft Teams. The call will be led by Marc Drummer, client portfolio manager with Principal Asset Management, for an overview of the current market! A link to the call will be emailed out Wednesday morning.

Date: Wednesday 7/23
Time: 12:00 PM CT
Where: Microsoft Teams
See you there!

07/11/2025

A great night at the ballpark! We had an incredible time hosting our clients at the OKC Comets game. We're so grateful for the relationships we've built and always enjoy opportunities like this to connect outside of the office. Thank you to everyone who joined us!

07/04/2025

Happy Independence Day from Marks & Associates! Today, we celebrate the freedoms we enjoy and honor those who have fought to protect them. Wishing our clients, colleagues, and community a safe and joyful Independence Day!

05/16/2025

Celebrating National Pizza Party Day at Marks & Associates! We're taking a moment to enjoy good food and great teamwork.

04/29/2025

Tomorrow at 12!! Should be great information.

Prepare, don't predict!

Join us for a virtual seminar on Wednesday, April 30th at 12:00 CT with Jeff Lee, V.P. Regional Coordinator with PGIM investments, for an overview of the current market. Learn how staying invested and developing a long-term plan can help you meet your investment goals.

If you would like access to the Teams link, please comment below, call us at 405-286-4300, or email [email protected].

04/15/2025

To celebrate Tax Day, the Marks & Associates team took bagels to a few CPAs to help power them through the day! Just a small token of appreciation for their dedication and long hours this season!

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

03/20/2025

College cost madness? Let’s start planning for your child or grandchild’s education and review your savings options.

We will be hosting a college basketball happy hour at Industry Gastropub, 2800 NW 140th St Oklahoma City, OK 73120, from 4-7 pm on Thursday March 20th. Come join us for drinks, apps, and games! RSVP by calling the office at 405-286-4300!

03/17/2025

Happy St. Patrick's Day from all of us at Marks & Associates! Remember to wear your green!

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/04/2024

New employee spotlight: Tyler Toth is from Edmond, Oklahoma and recently graduated from Oklahoma Christian University with a Degree in Finance. He is currently working on getting licensed and you may speak with him from time to time when you call in. He likes to golf and watch movies in his free time. We are excited to welcome him to the team!