Jonathan Jackson (CRD# 6616515) is an Investment Advisor Representative working at Dedicated Wealth Partners in Claremore, OK and has over 8 years of experience in the finance industry.
CRD# 6235413
J M Brown Financial Partners
CRD# 1705506
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5247721
The Advisory Resource Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W Energy Software | Tulsa, OK | Mar 2022 - Current | 2 |
| Dedicated Wealth Partners, LLC | Claremore, OK | Apr 2020 - Current | 4 |
| Magellan Midstream Partners | Tulsa, OK | Jul 2019 - Mar 2022 | 2 |
| Bok Financial | Tulsa, OK | Sep 2017 - Jul 2019 | 1 |
| Edward Jones | St Louis, MO | Mar 2016 - Sep 2017 | 1 |
| Arvest Bank | Edmond, OK | Nov 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- OK
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,459
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.