Jonathan London is a registered investment advisor, based in New Hope, MN, with 21 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
New Hope, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an Investment Advisor Representative of Oakwood Capital, Inc., dedicating about half of his time to this role. He is also a city council member, spending about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Oakwood Capital Securities, INC.
Oakwood Capital Securities, INC.Broker
Oakwood Capital, INC.
Previous Registrations
Gardner Advisors INC.
Oakwood Capital Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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