Unclaimed Profile

Jason Thomas King

OAKWOOD CAPITAL, INC.·ST. LOUIS PARK, Minnesota

SIE, Series 4, Series 7, Series 24, Series 66CFPClean record9 years registeredOAKWOOD CAPITAL, INC.

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 6343030Firm CRD# 112399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Thomas King · ST. LOUIS PARK, MN

Registration

CRD #6343030 · OAKWOOD CAPITAL, INC. · 9 years registered

Brand Profile

Not yet started

Career History

OAKWOOD CAPITAL, INC.

Jul 2020 – present

GARDNER ADVISORS INC.

Jul 2020 – Dec 2020

MINNEAPOLIS, MN

PROSPERITY CAPITAL ADVISORS

Aug 2018 – Jul 2020

Wayzata, MN

CRI SECURITIES, LLC

Sep 2016 – Jul 2018

MINNEAPOLIS, MN

SECURIAN FINANCIAL SERVICES, INC.

Sep 2016 – Jul 2018

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 66

Registration record

First registered · September 27, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAKWOOD CAPITAL, INC.

CRD 112399 · SEC 801-120259

AUM

$221M

Regulatory assets under management

Employees

977 client accounts

Services offered by OAKWOOD CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAKWOOD CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Thomas King offer?

Jason Thomas King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.

What are Jason Thomas King's credentials?

Jason Thomas King holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Thomas King located?

Jason Thomas King is based in ST. LOUIS PARK, Minnesota, working with OAKWOOD CAPITAL, INC.. Their office serves clients in the ST. LOUIS PARK metropolitan area and surrounding communities.

How does Jason Thomas King charge for services?

Jason Thomas King's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAKWOOD CAPITAL, INC.?

OAKWOOD CAPITAL, INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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