Jonathan
Pixley
Forge Financial
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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
Services Offered
Fee Structure
Office Location
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Forge Financial Brokerage Details
$1,008,864,970
14
6,173
$163,432
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Pixley Work History
Oklahoma State University
Lpl Financial, LLC
Forge Financial Services, LLC
Oklahoma State University
Meshek And Associates, LLC
The Schemmer Associates
Oklahoma State University Institute Of Technology
The Pink House
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
Edmond, OK
Edmond, OK
Edmond, OK
Tulsa, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
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