Jon Stolper is a registered investment advisor at Wealth Oklahoma, based in Tulsa, OK, with 41 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 179 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Location
2021 S. Lewis Ave., Suite 301, Tulsa, OK, 74104-6516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jon is involved in several business activities, including a joint venture, Holland Hall School, JAMN Investments LLC, Temple Israel Foundation, The Stolper Company LLC, and Wealth Oklahoma. He dedicates about half of his time to overseeing all activities of Wealth Oklahoma, both as a support company and an independent RIA.
Employment History
Current Registrations
Wealth Oklahoma
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Principal Financial Securities,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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