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Jonas Adam Mioen dahlstrom

Oxbow Advisors, LLC

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About Jonas Adam Mioen dahlstrom

Jonas Adam Mioen Dahlstrom is a financial professional who has been in the industry for over 4 years. Jonas is currently registered with Oxbow Advisors, LLC in Texas, specializing in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Jonas previously worked at Purshe Kaplan Sterling Investments in Texas. Jonas holds the Series 7TO, SIE, Series 63, and Series 66 licenses.

Firm Information

Jonas Mioen dahlstrom is currently registered with Oxbow Advisors, LLC. Oxbow Advisors, LLC is an investment advisor located in Austin, TX. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.1 billion in assets for 1,625 clients, including high-net-worth individuals, corporations, charities, and pension plans.
Oxbow Advisors, LLC

500 WEST 5TH STREET, SUITE 1205

AUSTIN, TX 78701

$2.10B

Assets Under Management

2

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jonas Mioen dahlstrom’s Registration & Firm History

TX

06/26/2024 - Present

Oxbow Advisors, LLC (AUSTIN TX)

TX

07/13/2020 - 01/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

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Licenses & Designations

BOTH

Issued 02/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonas Adam Mioen dahlstrom.
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