Jason
Roeske
Oakwood Capital, Inc
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About this Advisor
Jason Roeske is a financial advisor who works in Minneapolis, Minnesota with 1 year of industry experience. Roeske is currently employed by Oakwood Capital, Inc. Their career trajectory has included roles at Predictive Maintenance Ndt, Welsh Securities LLC, Ehlers, Locorr Distributors, LLC and Lake Street Capital Markets. Roeske has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Oakwood Capital, Inc is a firm that has its headquarters in Minneapolis, MN. The firm has offices in 14 locations and a total of 20 employees. It manages $196 million in total assets between its 940 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 940 client accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in investable assets. Oakwood Capital, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on the services. However, fees billed by Oakwood Capital, Inc most likely 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 Roeske Work History
Jason has been registered as a financial advisor for 1 years.*
Lake Street Capital Markets
Ehlers
Locorr Distributors, LLC
Welsh Securities LLC
Predictive Maintenance Ndt
*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 Roeske 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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