JT
James Theodore Oakley
CRD 813008
Certified Financial Planner
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Oxbow Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Oxbow Advisors, Llc
Managing Member · 50% – 75% · Oct 2024
-
Herndon Plant Oakley Ltd
Limited Partner · 25% – 50% · Aug 2017
-
Springwater Advisors, Llc
Member · 25% – 50% · Oct 2012
-
Springwater Advisors, Llc
President · 25% – 50% · Oct 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗