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SJ

Srikant C. Jonnada

PLAN GROUP FINANCIAL
Oklahoma City, OK 73112
Some features on this profile are disabled
CRD#: 5631338
SJ
Srikant C JonnadaPLAN GROUP FINANCIAL

Professional summary

Srikant C Jonnada, who also goes by Sreekant C Jonnada, Sri C Jonnada, Srikant Chakraverthi Jonnada, is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Oklahoma City, Oklahoma and PRIVATE CLIENT SERVICES, LLC located in Oklahoma City, Oklahoma.

Srikant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Srikant has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Sreekant C Jonnada | Sri C Jonnada | Srikant Chakraverthi Jonnada

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Srikant C Jonnada's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 12, 2026 - Present

PLAN GROUP FINANCIAL, INC.

Office #1: 3030 Nw Expressway Suite 875, Oklahoma City, OK 73112
RIA
CRD#: 116508
Oklahoma City, OK
Current

May 27, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 101 Ne 82nd Street Ste 200, Oklahoma City, OK 73114
RIA
BD
CRD#: 120222
Oklahoma City, OK
Past

March 7, 2018 - January 20, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
OKLAHOMA CITY, OK
Past

February 14, 2012 - January 20, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
OKLAHOMA CITY, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS

CRD#: 116508 / SEC#: 801-118599

RIA
Registered Investment Advisory firm - (4/30/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Oklahoma
(1/12/2026)
RR
Oklahoma
(5/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/1/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/2/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/13/2012
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS

CRD#: 116508 / SEC#: 801-118599

RIA
Registered Investment Advisory firm - (4/30/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)
Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)
Loading...

Contact information

Main Address
101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114
Mailing Address
Phone number
(405) 848-1099
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,693
AUM (Assets Under Management)$ 541,410,125

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PLAN GROUP FINANCIAL, INC.

CRD#: 116508Oklahoma City, OK 73112

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