Jonathon R. Oden

AESOP ADVISOR

Denton, TX

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CRD#: 7093485

Professional summary

Jonathon Ray Oden, who also goes by Jonathon Oden, is a registered financial advisor currently at AESOP ADVISOR, LLC located in Denton, Texas.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Oden

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 Jonathon Ray Oden's 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

June 12, 2019 - Present

AESOP ADVISOR, LLC

RIA

CRD#: 301160

Denton, TX

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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2017

Uniform Investment Adviser Law Examination

Current Firm

AESOP ADVISOR, LLC

CRD#: 301160 / SEC#:

Texas

Registered Investment Advisory firm - (6/12/2019 Approved)

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Contact information

Main Address

Denton, TX

Mailing Address

Po Box 122, Denton, TX 76202-0122

Phone number

(940) 268-4161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 95,480

Red Flags

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

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Jonathon R. Oden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Ray Oden's CRS (Customer Relationship Summary).

Certified licenses

Experience

AESOP ADVISOR, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2017

Current Firm

AESOP ADVISOR, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AESOP ADVISOR, LLC

TRUST BUT VERIFY

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