Nathan Joel Lovelle

Employer firm

Council Oak Wealth Advisors CRD 297180

$529M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• ADVISORY CONSULTING AND WEALTH MANAGEMENT PROGRAM

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

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

Current Employers

Employment History

• 01/2009 → 06/2018
  Ubs Financial Services Inc
  Tulsa, OK
• 06/2018 → Present
  Cowa, Llc D/B/A Council Oak Wealth Advisors
  Tulsa, OK

Previous Registrations

• 2009-01-05 → 2018-06-20
  Ubs Financial Services Inc.
  Tulsa, OK
• 1999-01-20 → 2009-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
  Tulsa, OK

Other Businesses

1)JNP, LLC / 2209 E. 17th PL., TULSA, OK 74104 / REAL ESTATE / RENTAL PROPERTIES / MEMBER / PARTICIPATING MEMBER / START DATE 9/6/2012 2)LOVELLE PROPERTIES LLC /10000 S. LYNN LANE, BROKEN ARROW, OK 74012 / HOLD PRIVATE INVESTMENTS / APPROVED PRIVATE INVESTMENTS / PARTNER /PRIVATE INVESTMENTS / START DATE 5/19/2013. 3)University of Tulsa / 800 S. Tucker Drive Tulsa,ok 74104 / Other/ Education / Education / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / advice to Dean of Business School, no decision making / Start Date Educational Institution 1/1/15-12/31/17 / two 1/2 day meetings per year 4) SHELTER ME, LLC/10000 S. LYNN LANE, BROKEN ARROW, OK 74012/COMPANY SET UP FOR TAX PURPOSES/ NON-INVESTMENT RELATED/MANAGING MEMBER/START DATE: 05/2018/01HR PER MONTH/00HRS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-22

Designations

• Chartered Financial Analyst

Other Names

• Nathan J Lovelle