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William Kenneth Jobes

JOBES SOLO INVESTMENT GROUP, LLC·HOUSTON, Texas
Series 1, Series 63, Series 6528 years registeredJOBES SOLO INVESTMENT GROUP, LLC
3050 POST OAK BLVD, SUITE 620, HOUSTON, TX 77056CRD# 258753Firm CRD# 154962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Kenneth Jobes · HOUSTON, TX
Registration
CRD #258753 · JOBES SOLO INVESTMENT GROUP, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

LIVE OAK WEALTH ADVISORY GROUP, LLC
Oct 2010 – present
RBC CAPITAL MARKETS CORPORATION
Jan 1998 – Oct 2010
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 63
Series 65
Registration record
First registered · January 2, 1998
Years registered · 28
03

Disclosure History

2010Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 →
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05

Frequently Asked Questions

What services does William Kenneth Jobes offer?
William Kenneth Jobes specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are William Kenneth Jobes's credentials?
William Kenneth Jobes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Kenneth Jobes located?
William Kenneth Jobes is based in HOUSTON, Texas, working with JOBES SOLO INVESTMENT GROUP, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does William Kenneth Jobes charge for services?
William Kenneth Jobes'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 JOBES SOLO INVESTMENT GROUP, LLC?
JOBES SOLO INVESTMENT 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 JOBES SOLO INVESTMENT GROUP, LLC

Jonathan Scott Solo
HOUSTON, TX
Sarah E Wiggins
HOUSTON, TX

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