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Jacob Ryan Ruxer

Silver OAK Securities, Inc.

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About Jacob Ryan Ruxer

Jacob Ruxer is a financial professional with over 20 years of experience in the industry. Jacob is currently registered with Silver Oak Securities, Inc. in the states of Indiana, Ohio, and Florida. Jacob previously worked with National Planning Corporation, LPL Financial LLC, Primevest Financial Services, Inc., FISERV Investor Services, Inc., and Charles Schwab & Co., Inc.. Jacob specializes in providing financial advice and portfolio management to individuals and businesses.

Firm Information

Jacob Ruxer is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Ruxer’s Registration & Firm History

IN

11/09/2017 - Present

Silver OAK Securities, Inc. (JASPER IN)

CA

09/30/2014 - 11/10/2017

NATIONAL PLANNING CORPORATION (El Segundo CA)

IN

06/23/2005 - 10/02/2014

LPL FINANCIAL LLC (JASPER IN)

MN

04/09/2002 - 06/24/2005

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

TX

01/01/1999 - 04/08/2002

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

TX

04/09/1998 - 12/07/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jacob Ryan Ruxer. Review regulatory record here.
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