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Jonathan Drew London

Oakwood Capital, Inc.

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About Jonathan Drew London

Jonathan London is an Investment Advisor Representative at Oakwood Capital, Inc. Jonathan has been in the financial services industry since 2005 and has experience in various areas including portfolio management for individuals and businesses. Jonathan is a registered representative with FINRA and holds the Series 7 and Series 66 licenses. Jonathan is a member of the City Council in New Hope, Minnesota and dedicates approximately 30 hours per month to this non-investment related activity.

Firm Information

Jonathan London is currently registered with Oakwood Capital, Inc.. Oakwood Capital, Inc. is an investment advisor registered with the SEC and based in ST. LOUIS PARK, MN. The firm has 18 employees, including 18 licensed agents and investment adviser representatives. They advise individuals, high-net-worth individuals, corporations or other businesses, and others with a total of $260,312,212 in regulatory assets under management. Oakwood Capital, Inc. provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Oakwood Capital, Inc.

600 HIGHWAY 169 SOUTH

ST. LOUIS PARK, MN 55426

$260.31M

Assets Under Management

Not reported

Total Clients

18

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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other

Solicitor fees

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Jonathan London’s Registration & Firm History

MN

01/17/2014 - Present

Oakwood Capital, Inc. (ST. LOUIS PARK MN)

MN

04/30/2009 - 12/31/2023

OAKWOOD CAPITAL SECURITIES, INC. (Minneapolis MN)

MN

09/27/2005 - 05/13/2009

UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Drew London.
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