Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason King is a financial advisor with over 6 years of experience in the financial services industry. Jason is a Certified Financial Planner™ professional and is registered to provide investment advice in Florida, Iowa, Minnesota and Wisconsin. Jason has a strong background in financial planning, investment management, insurance and tax advisory services. Jason is affiliated with Oakwood Capital, Inc. and Oakwood Capital Advisors, LLC. Jason is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
10/08/2021 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
MN
08/10/2016 - 07/10/2018
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
08/10/2016 - 07/10/2018
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 09/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2021
Series 4 - Registered Options Principal Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason King is the right advisor for you? Invested Better is here to help.
