JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $350/hr
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
701 Xenia Avenue S, Golden Valley, MN, 55416
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2007Award / Judgment
Other Business Activities
Jon is a songwriter and performer who produces music physically and digitally. This activity, which is not investment related, takes about 10-20% of his time.
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
March 2013 - Present · 12 yrs 10 mos
The Oak Ridge Financial Services Group, INC.
April 2003 - Present · 22 yrs 9 mos
The Oak Ridge Financial Services Group, INC. Broker
April 2003 - Present · 22 yrs 9 mos
Previous Registrations
UBS Painewebber INC. Broker
November 1999 - April 2001 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
June 1994 - December 1999 · 5 yrs 6 mos
Dain Bosworth IncorporatedBroker
November 1993 - June 1994 · 7 mos
State Registrations8 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.