Jonathan London, financial advisor Saint Louis Park MN

Jonathan London

CRD Number: 5006386
Current Firm: Oakwood Capital, Inc.

Jonathan London (CRD# 5006386) is an Investment Advisor Representative working at Oakwood Capital, Inc. in Saint Louis Park, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Minneapolis, MN Jul 2005 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Jonathan D. London
Phone Number: 952-935-4601
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    857
    ACCOUNTS
  • Average Account Value
    $231,497
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IA, MN, MT, ND, SD, WI

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