Royal Oak Financial Group
Royal Oak Financial Group (CRD# 166391) is a financial advisory firm headquartered in Worthington, OH. They manage $25,000,000 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$235,849
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Jehn (CRD# 4864985) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 9 years of experience in the finance industry. Matthew Jehn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.