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1225 North Loop West Suite 825, Houston, TX 77008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-05 |
Branch Locations
2525 North Loop West Suite 250, Houston, TX 77008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 02/2015 | 10/2020 |
| Oaks Wealth Management | Houston | TX | 02/2015 | 03/2018 |
| Strategic Financial Concepts, Llc | Houston | TX | 04/2018 | 10/2020 |
| Owm Advice And Asset Management, Inc. Dba Oaks Wealth Management | Houston | TX | 10/2020 | Present |
| Malaty Therapy | Houston | TX | 02/2022 | 12/2022 |
| Oaks Counseling Associates, Pllc | Houston | TX | 12/2022 | Present |
| Alaphia Financial Wellness | New Westminster | 12/2022 | Present |
Jonathan Kolmetz is a Financial Therapist with Alaphia Financial Wellness. This activity is not investment related and accounts for 5% of Jonathan Kolmetz's time. This outside business activity does not affect clients of Oaks Wealth Management. Jonathan Kolmetz is a Counselor with Oaks Counseling Associates. This activity is not investment related and accounts for 10% of Jonathan Kolmetz's time. This outside business activity does not affect clients of Oaks Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-11 |
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