Jason William Roeske
Investment adviser representative at Oakwood Capital, Inc.
13 yearsExperience
1 stateRegistered in
$304.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Encore GroupJul 2023 to now
- Oakwood Capital Securities, IncMay 2022 to now
- Oakwood Capital, Inc.Feb 2022 to now
- Self EmployedFeb 2022 to Jun 2023
- Lake Street Capital MarketsMay 2021 to Feb 2022
- EhlersJul 2020 to May 2022
- Self EmployedOct 2019 to Jun 2020
- Locorr Distributors, LLCSep 2016 to Oct 2019
- Predictive Maintenance NdtFeb 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
Oakwood Capital, Inc.
$304.2MAssets managed
616Clients
22Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216669
- Firm CRD
- 112399