Dedicated Wealth Partners

Dedicated Wealth Partners (CRD# 309342) is a financial advisory firm headquartered in , . They manage $11,670 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Dedicated Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Jackson, financial advisor Claremore OK
Jonathan B. Jackson
CRD#: 6616515
9444 E. Birchwood Dr., Claremore, OK 74019

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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