Luke Jonathan Bunch
Investment adviser representative at Oxenfree Financial
12 yearsExperience
2 statesRegistered in
$249.8MFirm assets
3 yearsFirm in business
Are you Luke Jonathan Bunch? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Oxenfree FinancialApr 2023 to now
- Affinity Financial AdvisorsApr 2023 to Oct 2023
- James Phillips P.A. dba Phillips Financial AdvisorsJan 2023 to Oct 2023
- Leggett & Platt Inc.Jul 2014 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Oxenfree Financial
Legal name: Oxenfree Capital LLC
$249.8MAssets managed
950Clients
8Advisers
3 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
- 7733506
- Firm CRD
- 327105