Jonathon
Defeo
Red Oak Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathon Defeo is a financial advisor working out of Towson, Maryland who has 1 year of relevant experience. Defeo works at Red Oak Financial Group. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Texas Roadhouse, Len Stoler Chevrolet, Bank Of America, N.A, Lpl Financial LLC and Compton Financial Group, LLC. Defeo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Maryland. Red Oak Financial Group is a financial advisory business based in Towson, MD. It has $590 million in assets among its 1,507 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,507 customer accounts, just 12% are held by high-net-worth investors who have more than $1 million in investable assets. Red Oak Financial Group performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the services offered. However, fees charged by Red Oak Financial Group most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Red Oak Financial Group Brokerage Details
$589,989,322
20
1,507
$391,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathon Defeo Work History
Jonathon has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Compton Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Texas Roadhouse
Len Stoler Chevrolet
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathon Defeo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Red Oak Financial Group
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
