Jason
King
Oakwood Capital, Inc
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About this Advisor
Jason King is a certified financial planner operating in Minneapolis, Minnesota with a total of 3 years of relevant experience. King works at Oakwood Capital, Inc. Throughout their career, they have worked at Minnesota Life Insurance Co, Securian Financial Services, Inc, North Star Resource Group, Sageview Advisory Group, University Of Minnesota, Cetera Financial Group, Cri Securities, LLC, C2P Enterprises, LLC, Oakwood Capital Advisors, Prosperity Capital Advisors, Oakwood Capital Securities, Inc and Oakwood Capital, Inc. King maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Iowa, Minnesota and Wisconsin. Oakwood Capital, Inc is a registered investment firm headquartered in Minneapolis, MN. The company has offices in 14 locations and a total of 20 financial advisors. It has $196 million in assets under management among its 940 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 940 accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oakwood Capital, Inc performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of services offered. Fee types charged by Oakwood Capital, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakwood Capital, Inc Brokerage Details
$196,034,780
20
940
$208,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason King Work History
Jason has been registered as a financial advisor for 3 years.*
Oakwood Capital Securities, Inc
Oakwood Capital, Inc
Oakwood Capital Advisors
C2P Enterprises, LLC
Prosperity Capital Advisors
Minnesota Life Insurance Co
Securian Financial Services, Inc
North Star Resource Group
Cri Securities, LLC
Sageview Advisory Group
Cetera Financial Group
University Of Minnesota
*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 Jason King 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 Oakwood Capital, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
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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.
