Oliver Jack laurence Bakker
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sowell ManagementJul 2024 to now
- Weaver and Tidwell, L.L.P.Jul 2024 to now
- Weaver Capital AdvisorsJul 2024 to now
- Weaver and Tidwell, L.L.P.Jan 2024 to Jun 2024
- Kelly Partners Chartered AccountantsJul 2021 to Dec 2023
- Kelly Partners Private WealthMar 2021 to Jul 2021
- Star BetaJun 2020 to Feb 2021
- Shore SchoolAug 2015 to Nov 2021
- Kelly Partners Chartered AccountantsAug 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 7954741
- Firm CRD
- 127145