600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jonathan is an Investment Advisor Representative of Oakwood Capital, Inc., dedicating about half of his time to this role. He is also a city council member, spending about 10-20% of his time on this non-investment related activity.