Jon Stolper (CRD# 1273542) is an Investment Advisor Representative working at Stolper Asset Management in Tulsa, OK and has over 39 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 |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Tulsa, OK | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Tulsa, OK | Jan 1999 - Current | 25 |
| Stolper Asset Management | Tulsa, OK | Aug 2004 - Jan 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- LA
- OK
- TX
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$1,620,103
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
LA, OK, TX
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