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Jonathan Scott Solo

Managing Member And Chief Compliance OfficerLive Oak Wealth Advisory Group, LLCCRD 5434243

About Jonathan Scott Solo

Jonathan Scott Solo is listed as Managing Member And Chief Compliance Officer at Live Oak Wealth Advisory Group, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Live Oak Wealth Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Scott Solo work?

Jonathan Scott Solo is listed as Managing Member And Chief Compliance Officer at Live Oak Wealth Advisory Group, LLC on SEC Form ADV.

How much of Live Oak Wealth Advisory Group, LLC does Jonathan Scott Solo own?

Form ADV reports a beneficial ownership band of Over 75%.

Live Oak Wealth Advisory Group, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2015
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