James Theodore Oakley
Investment Adviser Representative at OXBOW ADVISORS, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Theodore Oakley has worked in the securities industry since 1975. They are registered to provide investment advisory services in 35 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $10,000,000 | 0.60% |
| $10,000,001 - $20,000,000 | 0.50% |
| $20,000,001 - $30,000,000 | 0.40% |
| $30,000,001 - $40,000,000 | 0.30% |
| $40,000,001 - $50,000,000 | 0.20% |
| $50,000,001 and above | 0.10% |
Oxbow Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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