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Jonathan Ashley Kolmetz

Oaks Wealth Management

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About Jonathan Ashley Kolmetz

Jonathan Kolmetz is a financial advisor registered with Oaks Wealth Management. Jonathan is a Certified Financial Planner™ and has been in the industry since 2002. Jonathan also holds the Series 63 and Series 7 licenses as well as the SIE exam. Jonathan Kolmetz has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Jonathan is also a Financial Therapist with Alaphia Financial Wellness and a Counselor with Oaks Counseling Associates.

Firm Information

Jonathan Kolmetz is currently registered with Oaks Wealth Management. Oaks Wealth Management is a registered investment advisor with approximately $14.13 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

$14.13M

Assets Under Management

Not reported

Total Clients

1

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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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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Jonathan Kolmetz’s Registration & Firm History

TX

10/05/2020 - Present

Oaks Wealth Management (HOUSTON TX)

TX

02/13/2015 - 12/09/2020

LPL FINANCIAL LLC (HOUSTON TX)

TX

08/06/2007 - 02/18/2015

FIRST ALLIED SECURITIES, INC. (MAGNOLIA TX)

IL

04/22/2005 - 01/10/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

11/10/2003 - 03/17/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

CA

11/12/2002 - 11/06/2003

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 11/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Ashley Kolmetz.
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