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JP

Jonathan T. Pixley

REALM FINANCIAL PLANNING
TULSA, OK 74135
Some features on this profile are disabled
CRD#: 7371111
JP

Professional summary

Jonathan Terry Pixley is a registered financial advisor currently at REALM FINANCIAL PLANNING located in Tulsa, Oklahoma.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jonathan Terry Pixley'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

March 3, 2025 - Present

REALM FINANCIAL PLANNING

Office #1: 5401 S Harvard Ave, Tulsa, OK 74135
RIA
CRD#: 334158
TULSA, OK
Past

November 17, 2021 - January 8, 2025

FORGE FINANCIAL

RIA
CRD#: 306480
Tulsa, OK
Past

August 18, 2021 - November 12, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
TULSA, OK

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
Oklahoma
(3/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/18/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/10/2019
Securities Industry Essentials Examination

Current Firm

RF
REALM FINANCIAL PLANNING
REALM FINANCIAL PLANNING

CRD#: 334158 / SEC#:

Oklahoma
Registered Investment Advisory firm - (3/3/2025 Approved)
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Contact information

Main Address
5401 S Harvard Ave, Tulsa, OK 74135
Mailing Address
Phone number
(918) 200-9865
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

REALM FINANCIAL PLANNING

CRD#: 334158Tulsa, OK 74135

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