Royal Oak Financial Group

Royal Oak Financial Group (CRD# 166391) is a financial advisory firm headquartered in Worthington, OH. They manage $30,000,000 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Royal Oak Financial Group
Showing 1 - 1 of 1 top financial advisors.
Matthew M. Jehn
CRD#: 4864985
5858 High Street, Worthington, OH 43085

Matthew Jehn (CRD# 4864985) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 11 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.

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