Skyoak Wealth Management, Inc.

Skyoak Wealth Management, Inc. (CRD# 154248) is a financial advisory firm headquartered in Medford, OR. They manage $120,147,000 in 364 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $330,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, NV, OR, TX

Financial Advisors at Skyoak Wealth Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Richard R. Baumgartner
CRD#: 3254434
229 N. Bartlett Street, Medford, OR 97501
93
Wealthminder
score

Richard Baumgartner (CRD# 3254434) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has over 17 years of experience in the finance industry.

2
Jennifer A. Davis
CRD#: 2481766
228 Hamilton Ave.; Third Floor, Palo Alto, CA 94301
93
Wealthminder
score

Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management.  SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services.  SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.

 

Jennifer’s unique ability and expertise is working with people in major life transitions such a selling business interests, transitioning from private stock ownership to publically traded stock ownership, retiring, losing a spouse, divorce, and/or inheritance. During the 15 years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and “IPO to instant wealth” that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron’s Top Woman Advisors in the country.

 

Jennifer is all about helping the client and making sure her clients are engaged and understands each part of the planning and investment strategy process. In 2003, Jennifer and Derek, moved to Southern Oregon from the Palo Alto area to raise their two boys, Max and Jake who they had adopted from Russia also in 2003.  

 

Jennifer is very involved in philanthropy in both her Palo Alto and Southern Oregon communities. She is currently on the Executive Board of the Southern Oregon Humane Society was on the Investment Committee of the Ronald McDonald House at Stanford. Jennifer is big supporter of professional women groups and mentoring programs for young professionals. Jennifer is very passionate about dogs; rescuing dogs and helping foster loving relationships between people in need and dogs.  Jennifer also enjoys family, wine, golf, travel, hiking, and, of course, her two dogs.

3
Tracy L. Ronningen
CRD#: 705560
229 N. Bartlett Street, Medford, OR 97501
93
Wealthminder
score

Tracy Ronningen (CRD# 705560) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has over 22 years of experience in the finance industry.

4
Donald L. Watson
CRD#: 3110609
229 N. Bartlett Street, Medford, OR 97501
93
Wealthminder
score

Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has over 18 years of experience in the finance industry.

5
June L. McReynolds
CRD#: 4848087
229 N. Bartlett Street, Medford, OR 97501
90
Wealthminder
score

June McReynolds (CRD# 4848087) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has over 4 years of experience in the finance industry.

6
Robert F. Wisnovsky
CRD#: 2324014
229 N. Bartlett Street, Medford, OR 97501
69
Wealthminder
score

Robert Wisnovsky (CRD# 2324014) is an Investment Advisor Representative working at Skyoak Wealth Management, Inc. in Medford, OR and has over 5 years of experience in the finance industry.

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