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Srikant Jonnada

Private Client Services, LLC
14 Years of Experience
Oklahoma City, OK
BrokerSells Insurance
View SEC Summary
View SEC Summary

Srikant Jonnada is a registered investment advisor at Private Client Services, LLC, based in Oklahoma City, OK, with 14 years of industry experience. Srikant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
679 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1M+1.25%

Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3030 NW Expressway, Suite 875, Oklahoma City, OK, 73112

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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 ActivitiesSells Insurance

Srikant is involved in several business activities, including real estate investments, serving on the Oklahoma City Employee's Pension Board, and operating an insurance brokerage under Sri Financial, LLC (DBA Journey Financial Strategies). He dedicates a significant amount of time to these ventures, including full-time hours to Sri Financial and Journey Financial Strategies.

Employment History
Current Registrations
Private Client Services, LLCBroker
May 2026 - Present · 5 mos
Plan Group Financial, INC.
January 2026 - Present · 9 mos
Previous Registrations
Eagle Strategies LLC
March 2018 - January 2026 · 7 yrs 10 mos
Nylife Securities LLCBroker
February 2012 - January 2026 · 13 yrs 11 mos
State Registrations1 state
OK
AdvisorBrokerBoth

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
No exam information available for this advisor.
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