Jonas Adam Mioen Dahlstrom

Employer firm

Oxbow Advisors, LLC CRD 156393

$2.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 08/2018
  Bastad Golfklubb
  Bastad
• 12/2017 → 06/2018
  Abercrombie & Fitch
  The Woodlands, TX
• 10/2018 → 04/2019
  Chick-Fil-A
  Claremore, OK
• 06/2019 → 08/2019
  Keane Group
  Houston, TX
• 07/2020 → 12/2022
  Thrivent Asset Network Dba. 49 Financial
  Austin, TX
• 07/2020 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2016 → 05/2020
  Rogers State University
  Claremore, OK
• 02/2023 → 06/2024
  49 Wealth Management
  Austin, TX
• 06/2024 → Present
  Oxbow Advisors, Llc
  Austin, TX

Previous Registrations

• 2023-02-17 → 2024-06-13
  49 Financial
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10
• S63 Uniform Securities Agent State Law Examination
  2020-05-30

Other Names

• Mioen Dahlstrom