JT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $100,000
Hourly Rate:$75 - $350/hr
SFG charges fees for financial planning and investment management. Financial planning fees are negotiable, ranging from $75-$350 hourly or $500-$100,000 annually. Investment management fees vary between 0.40% and 2.40% annually, depending on portfolio size and services. Clients also incur third-party charges from broker-dealers and custodians. SFG may negotiate lower fees based on certain criteria.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information
Office location
501 SE Fourth Street, Bartlesville, OK, 74003
Get directionsRegulatory History (4)
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
May 2016Settled
Customer Dispute
April 2016Settled
Customer Dispute
July 2008Denied
Customer Dispute
January 2008Denied
Other Business ActivitiesSells Insurance
Jason is an Investment Advisor Representative (IAR) with Sutterfield Financial Group since 2005 and owns Tinklenberg Financial Group, Inc. He also sells fixed insurance products and is involved in several other business activities, including real estate ownership and non-profit work.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - Present · 9 yrs 10 mos
Sutterfield Financial Group, INC.
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
National Planning CorporationBroker
October 2007 - March 2016 · 8 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - October 2007 · 0 mos
American General Securities Incorporated
January 2005 - September 2005 · 8 mos
American General Securities IncorporatedBroker
October 2002 - October 2007 · 5 yrs
State Registrations10 states
ARAZCAIAILMNMTOKSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.