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Srikant C Jonnada

Investment Adviser Representative at PLAN GROUP FINANCIAL, INC.

Oklahoma City, OKCRD #5631338Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oklahoma
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/1/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 3/1/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/2/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/13/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

PLAN Group Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PLAN GROUP FINANCIAL, INC.Current
1/12/2026Oklahoma City, OK
EAGLE STRATEGIES LLC
3/7/20181/20/2026Oklahoma City, OK

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Srikant C Jonnada has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Srikant C Jonnada - Financial Advisor in Oklahoma City, OK | AdvisorFinder