Jason Thomas King

Current Employers

Employment History

• 07/2016 → 04/2017
  Minnesota Life Insurance Co.
  St. Paul, MN
• 06/2016 → 07/2018
  Securian Financial Services, Inc.
  St. Paul, MN
• 06/2016 → 07/2018
  North Star Resource Group
  Minneapolis, MN
• 07/2016 → 07/2018
  Cri Securities, Llc
  St. Paul, MN
• 08/2018 → 06/2020
  C2P Enterprises, Llc
  Westlake, OH
• 06/2019 → Present
  Oakwood Capital Advisors
  St. Louis Park, MN
• 08/2018 → 06/2020
  Prosperity Capital Advisors
  Wayzata, MN
• 07/2020 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN
• 07/2020 → Present
  Oakwood Capital, Inc.
  Minneapolis, MN
• 11/2023 → Present
  Oakwood Capital Accounting & Tax Advisors, Llc
  Minneapolis, MN

Previous Registrations

• 2020-07-02 → 2020-12-31
  Oakwood Capital, Inc.
  Ft. Myers, FL
  St. Louis Park, MN
• 2018-08-01 → 2020-07-06
  Prosperity Capital Advisors
  Wayzata, MN
  Westlake, OH
  Fort Myers, FL
• 2016-09-27 → 2018-07-10
  Securian Financial Services, Inc.
  Minneapolis, MN
• 2016-09-27 → 2018-07-10
  Cri Securities, Llc
  Minneapolis, MN

Other Businesses

1. C2P Enterprises, LLC; Consultant; 30400 Detroit Road, Ste 201, Westlake, OH 44145; Non-Investment related; Since 7/2018; Position held - business consultant to company; Approx. 1 hour per month during business hours; compensation based on hours of consulting 2. Oakwood Capital Advisors, LLC.; Financial Advisor since 10/2019; 600 Highway 169 S, Ste 1410, Minneapolis, MN 55426; 10 hours per week during business hours for this Investment-Related activity; Duties include financial planning and investment management for Oakwood Capital Securities, Inc. and Oakwood Capital, Inc. clients 3. Oakwood Capital Insurance Solutions, LLC; 600 Highway 169 S, Ste 1410, Minneapolis, MN 55426; Since 02/2020; Fixed insurance agent; Non-Investment related; Approx. 10 hours per week during trading hours; Duties - insurance agent, sells life, health, disability, annuities, medicare supplements and long term care; OCS and OC clients are involved 4. Oakwood Capital, Inc.; Vice President and Financial Advisor; 600 Highway 169 S, Ste, Minneapolis, MN 55426; Duties include supporting the RIA and its clients; since 07/2020; 20 hours per week in this Investment-Related activity during business hours 5. Oakwood Capital Accounting & Tax Advisors, LLC; Vice President; 15701 S Tamiami Trl Ste 300, Fort Myers, FL 33908-4236 ; Non-investment related; 10 hours per month during business hours

Exams

• S66 Uniform Combined State Law Examination
  2016-09-22

Designations

Other Names

• Jason King