Jeffrey Roy Schuur
Investment adviser representative at Oakwood Capital, Inc.
31 yearsExperience
7 statesRegistered in
$304.2MFirm assets
5 yearsFirm in business
Are you Jeffrey Roy Schuur? Claim your profile
Contact this firm
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
31 years in the industry.
- Oakwood Capital, Inc.Jan 2014 to now
- Oakwood Capital Securities, Inc.Jul 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, IA, MN, MT, ND, WI).
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
- 2391965
- Firm CRD
- 112399