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Jeffrey Stephenson Sears

Fondren Oaks Capital Management

Dallas, TX

CRD 6667392

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Employer firm

Fondren Oaks Capital Management CRD 290726

$22.8M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fondren Oaks Capital Management

3100 Monticello Ste. 830, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-19
  • TX RA
    APPROVED
    Since 2018-01-19

Branch Locations

3100 Monticello Ste. 830, Dallas, TX 75205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakview Capital Management, Llc Dallas TX 06/2016 05/2018
Fondren Oaks Capital Management Dallas TX 11/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-27
  • S65 Uniform Investment Adviser Law Examination
    2016-05-27
Other Names
  • Jeff Sears

View on SEC IAPD

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