JK
CFP
JK
CFP

Jason Thomas King

9 Years of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Jason is a business consultant for C2P Enterprises, LLC, dedicating minimal time. He also works as a financial advisor and Vice President for Oakwood Capital companies, and sells various insurance products through Oakwood Capital Insurance Solutions, LLC, dedicating a few hours per week to each.

Employment History
Current Registrations
Oakwood Capital, INC.
July 2020 - Present · 5 yrs 7 mos
Oakwood Capital Securities, INC.Broker
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Gardner Advisors INC.
July 2020 - December 2020 · 5 mos
Prosperity Capital Advisors
August 2018 - July 2020 · 1 yr 11 mos
Cri Securities, LLC
September 2016 - July 2018 · 1 yr 10 mos
Securian Financial Services, INC.
September 2016 - July 2018 · 1 yr 10 mos
Cri Securities, LLCBroker
August 2016 - July 2018 · 1 yr 11 mos
Securian Financial Services, INC.Broker
August 2016 - July 2018 · 1 yr 11 mos
State Registrations5 states
FLIAMNVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Thomas King - Financial Advisor | TrueAdvisor