Jeremy Wilcox
TOM Johnson Investment Management · Oklahoma City, Oklahoma
Jeremy Wilcox is a fee-only financial advisor at TOM Johnson Investment Management in Oklahoma City, Oklahoma, who holds the CFP credential. TOM Johnson Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TOM Johnson Investment Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.63B across 5,631 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 6603720 |
| Exams passed | Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.tjim.com |
How Jeremy's firm compares
- TOM Johnson Investment Management's average account is about $290,000, from its Form ADV (assets managed divided by 5,631 accounts).
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Questions about Jeremy
Is Jeremy Wilcox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and TOM Johnson Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, TOM Johnson Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Wilcox based?
Jeremy Wilcox is based in Oklahoma City, Oklahoma.
What credentials does Jeremy Wilcox hold?
Jeremy Wilcox holds the CFP credential.
Is Jeremy Wilcox registered with the SEC?
Yes. Jeremy Wilcox is registered as an investment adviser representative in OK (CRD 6603720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TOM Johnson Investment Management manage?
TOM Johnson Investment Management reports $1.63B across 5,631 accounts in assets under management.
How do I contact Jeremy Wilcox?
Through Jeremy's website, www.tjim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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