Jonathan LondonCRD 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.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
Wells Fargo Clearing Services, LLC
|Ubs Financial Services Inc.||Minneapolis, MN||Jul 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management198MILLIONS
Total Number of Accounts857ACCOUNTS
Average Account Value$231,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IA, MN, MT, ND, SD, WI
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