JL
JL

Jonathan Drew London

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
599 clients
Average Client Portfolio
$435K average
Assets Under Management
$260.3M

Fee Structure

Minimum Investment:$25K
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Location

600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.
June 2024 - Present · 1 yr 8 mos
Oakwood Capital Securities, INC.Broker
June 2024 - Present · 1 yr 8 mos
Oakwood Capital, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Gardner Advisors INC.
January 2014 - December 2020 · 6 yrs 11 mos
Oakwood Capital Securities, INC.Broker
April 2009 - December 2023 · 14 yrs 8 mos
UBS Financial Services INC.
May 2008 - May 2009 · 1 yr
UBS Financial Services INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
State Registrations4 states
CAMNSDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jonathan Drew London - Financial Advisor | TrueAdvisor