Jason Thomas King
Investment adviser representative at Oakwood Capital, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$304.2MFirm assets
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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
10 years in the industry.
- Oakwood Capital Accounting & Tax Advisors, LLCNov 2023 to now
- Oakwood Capital, Inc.Jul 2020 to now
- Oakwood Capital Securities, Inc.Jul 2020 to now
- Oakwood Capital AdvisorsJun 2019 to now
- C2p Enterprises, LLCAug 2018 to Jun 2020
- Prosperity Capital AdvisorsAug 2018 to Jun 2020
- Cri Securities, LLCJul 2016 to Jul 2018
- Minnesota Life Insurance Co.Jul 2016 to Apr 2017
- North Star Resource GroupJun 2016 to Jul 2018
- Securian Financial Services, Inc.Jun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, IA, MN, 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
- 6343030
- Firm CRD
- 112399