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Jason Thomas King

OAKWOOD CAPITAL, INC.·ST. LOUIS PARK, Minnesota
Unclaimed Profile
600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 6343030Firm CRD# 112399
01

About

Jason Thomas King is a registered financial advisor based in ST. LOUIS PARK, Minnesota, affiliated with OAKWOOD CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAKWOOD CAPITAL, INC.
OAKWOOD CAPITAL, INC.
AUM
$221M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at OAKWOOD CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 6343030
Firm CRD# 112399
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in ST. LOUIS PARK
Douglas Stephan King — OAKWOOD CAPITAL, INC.Andrew Bert Fishman — AFFIANCE FINANCIAL LLCSeth Ariel Meisler — AFFIANCE FINANCIAL LLCEric Steven Unger — AFFIANCE FINANCIAL LLCTodd Joseph Kelzenberg — DEDEKER FINANCIAL, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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