Jonathan
Pixley

Forge Financial

CRD#7371111
Investment Advisor
in Edmond, OK

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About this Advisor

Jonathan Pixley is a financial advisor based in Edmond, Oklahoma, working with Forge Financial. Jonathan has previously held positions at Lpl Financial, LLC, Meshek And Associates, LLC, The Pink House, The Schemmer Associates, Oklahoma State University Institute Of Technology, Oklahoma State University, and Forge Financial Services, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Jonathan is part of Forge Financial, which operates out of Edmond, Oklahoma. The firm has 1 office and 14 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Forge Financial includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2901 South Bryant Avenue
Edmond, OK 73013

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Forge Financial Brokerage Details

Total Assets Under Management

$1,008,864,970

OK Average: $681,523,814
Total Number of Employees

14

OK Average: 15
Total Number of Accounts

6,173

OK Average: 642
Average Account Size

$163,432

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jonathan Pixley Work History

2021 - Present (4 years)

Lpl Financial, LLC

2021 - Present (4 years)

Forge Financial Services, LLC

2023 - 2024 (1 year)

Oklahoma State University

2016 - 2017 (1 year)

Oklahoma State University

2015 - 2021 (6 years)

Meshek And Associates, LLC

2014 - 2015 (1 year)

The Schemmer Associates

2013 - 2015 (2 years)

Oklahoma State University Institute Of Technology

2008 - 2017 (9 years)

The Pink House

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Disclosures

Please visit the SEC profile of Jonathan Pixley 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 Forge Financial

Benjamin Lindsly
Edmond, OK
Christopher Beard
Edmond, OK
Jordan Long
Edmond, OK
John Dotson
Edmond, OK
Toni Selph
Tulsa, OK
Geoffrey Weiss
Edmond, OK
Christie Hughes
Edmond, OK
Royse Mccasland
Edmond, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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