Srikant Jonnada has been an investment adviser representative at Plan Group Financial since January 2026, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
Srikant Jonnada’s longest registration was 7 years at Eagle Strategies LLC (2018–2026). Before joining Plan Group Financial in 2026, Srikant Jonnada was registered through Eagle Strategies LLC.
- Plan Group Financial, Inc.Current– present · under a yearOklahoma City, OK · Adviser representative · Firm CRD 116508
- Eagle Strategies LLC– · 7 yearsOklahoma City, OK · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Srikant Jonnada is registered as an investment adviser representative in 3 states. The first approvals date from January 2026; the most recent is Florida, in October 2026.
- FloridaSince 13 October 2026
- OklahomaSince 12 January 2026
- TexasSince 28 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 March 2018 |
| Series 7 | General Securities Representative Examination | 2 February 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Srikant C Jonnada
- CRD
- 5631338
- Firm
- Plan Group Financial · CRD 116508
- Office
- 101 N.E. 82ND STREET, SUITE 200, Oklahoma City, OK 73114
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Srikant Jonnada work?
Srikant Jonnada is an investment adviser representative registered through Plan Group Financial, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Srikant Jonnada a financial advisor?
Yes. Srikant Jonnada has a current investment-adviser registration in Florida, Oklahoma and Texas, through Plan Group Financial since January 2026.
How many years of experience does Srikant Jonnada have?
Srikant Jonnada has 14 years in the financial industry, since February 2012, across 2 adviser firms.
What exams has Srikant Jonnada passed?
Srikant Jonnada has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 2012. FINRA credited Srikant Jonnada with the SIE, which began in October 2018.
Where is Srikant Jonnada based?
Srikant Jonnada’s registered office is in Oklahoma City, OK.
Is Srikant Jonnada registered with FINRA?
Yes. Srikant Jonnada has a current broker registration, under CRD 5631338.
Source: FINRA BrokerCheck
How can I verify Srikant Jonnada’s record?
Search CRD 5631338 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Srikant Jonnada’s full registration record.