Jonathan Solo (CRD# 5434243) is an Investment Advisor Representative working at Live Oak Wealth Advisory Group, LLC in Houston, TX and has over 16 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Live Oak Wealth Advisory Group, LLC | Sugar Land, TX | Oct 2010 - Current | 13 |
| Whitetip Capital, LLC | Richmond, TX | Nov 2017 - Jul 2022 | 4 |
| Quantstrat Capital, LLC | Sugar Land, TX | Nov 2017 - May 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- LA
- TX
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$426,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, NM, TX
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