Jonathan Jackson (CRD# 6616515) is an Investment Advisor Representative working at Dedicated Wealth Partners in Claremore, OK and has over 7 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W Energy Software | Tulsa, OK | Mar 2022 - Current | 2 |
| Dedicated Wealth Partners, LLC | Claremore, OK | Apr 2020 - Current | 4 |
| Magellan Midstream Partners | Tulsa, OK | Jul 2019 - Mar 2022 | 2 |
| Bok Financial | Tulsa, OK | Sep 2017 - Jul 2019 | 1 |
| Edward Jones | St Louis, MO | Mar 2016 - Sep 2017 | 1 |
| Arvest Bank | Edmond, OK | Nov 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- OK
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,459
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK
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