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Jonathan Scott Solo

LIVE OAK WEALTH ADVISORY GROUP, LLC·HOUSTON, Texas
Series 7, Series 66Clean record18 years registeredLIVE OAK WEALTH ADVISORY GROUP, LLC
3730 KIRBY DRIVE, HOUSTON, TX 77030CRD# 5434243Firm CRD# 154962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Scott Solo · HOUSTON, TX
Registration
CRD #5434243 · LIVE OAK WEALTH ADVISORY GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

LIVE OAK WEALTH ADVISORY GROUP, LLC
Oct 2010 – present
WHITETIP CAPITAL LLC
Nov 2017 – Jul 2022
RICHMOND, TX
RBC CAPITAL MARKETS CORPORATION
Jan 2008 – Oct 2010
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 1, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIVE OAK WEALTH ADVISORY GROUP, LLC
CRD 154962 · SEC 801-122404
AUM
$134M
Regulatory assets under management
Employees
6
314 client accounts
Services offered by LIVE OAK WEALTH ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIVE OAK WEALTH ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan Scott Solo offer?
Jonathan Scott Solo specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Jonathan Scott Solo's credentials?
Jonathan Scott Solo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Scott Solo located?
Jonathan Scott Solo is based in HOUSTON, Texas, working with LIVE OAK WEALTH ADVISORY GROUP, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jonathan Scott Solo charge for services?
Jonathan Scott Solo's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVE OAK WEALTH ADVISORY GROUP, LLC?
LIVE OAK WEALTH ADVISORY GROUP, LLC has approximately 6 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIVE OAK WEALTH ADVISORY GROUP, LLC

William Kenneth Jobes
HOUSTON, TX
Sarah E Wiggins
HOUSTON, TX

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