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Ken Jobes

Equity Strategy Advisor

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Ken Jobes

Areas of Focus

Equity strategyQuantitative modelsPortfolio constructionProprietary strategy development
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Prior to founding Live Oak Wealth Advisory Group in 2010, Mr. Jobes served as a senior VP/financial advisor at RBC Wealth Management. With more than 40 years of experience and working at numerous firms, Ken started his career with Merrill Lynch in 1968.

Ken graduated with a BA in political science / economics from Texas Tech University. He also earned a Certificate of Portfolio Management from DePaul University in Chicago.

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Our team collectively holds CFA, CFP®, CPWA®, CPA, JD, and CTFA designations.

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