Jonathan
Pixley
Shaw Financial Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Pixley is a financial advisor based out of Edmond, Oklahoma who has 2 years of relevant experience. Pixley is an advisor for Shaw Financial Services. During their career, Pixley has held roles at Lpl Financial, LLC, Meshek And Associates, LLC, The Pink House, The Schemmer Associates, Rosenbaum Consulting, LLC, Oklahoma State University, Oklahoma State University Institute Of Technology and Shaw Financial Services, LLC. Pixley holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma and Texas. Shaw Financial Services is an advisory business based in Edmond, OK. It has a total of 13 financial advisors. It administers $854 million in total assets among its 5,789 accounts, placing it among the larger firms in the United States by assets under management. Of its 5,789 customer accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets. Shaw Financial Services offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Shaw Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Shaw Financial Services Brokerage Details
$854,028,314
13
5,789
$147,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Pixley Work History
Jonathan has been registered as a financial advisor for 2 years.*
Oklahoma State University
Lpl Financial, LLC
Shaw Financial Services, LLC
Oklahoma State University
Meshek And Associates, LLC
The Schemmer Associates
Rosenbaum Consulting, LLC
Oklahoma State University Institute Of Technology
Oklahoma State University
The Pink House
*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 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 Shaw Financial Services
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Tulsa, OK
Edmond, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
