Jason
King
Oakwood Capital, Inc
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About this Advisor
Jason King is a financial advisor based in Minneapolis, Minnesota, working with Oakwood Capital, Inc. Jason has previously held positions 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, Oakwood Capital, Inc, and Oakwood Capital Accounting & Tax Advisors, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Florida, Iowa, Minnesota, and Wisconsin. Currently, Jason is part of Oakwood Capital, Inc, which operates out of Minneapolis, Minnesota. The firm has 14 offices and 20 employees. The firm manages assets totaling $220.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Oakwood Capital, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oakwood Capital, Inc Brokerage Details
$220,800,145
20
977
$225,998
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
Oakwood Capital Accounting & Tax Advisors, LLC
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
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
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