Jon Robert Orcutt
Professional Summary
Jon Robert Orcutt is a registered financial advisor currently at AFL ADVISORY GROUP LLC located in Olean, New York. Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jon has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
A.F.L. CAPITAL | ORCUTT, JON | AFL ADVISORY GROUP LLC | A.F.L. CAPITAL LLC
Contact Information
Main Address
2442 Constitution Ave., Olean, NY 14760Mailing Address
P.o. Box 491, Olean, NY 14760-0491Phone Number
(585) 313-6342# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$31,779,616Similar Advisors
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(11/18/2014)
(10/14/2021)
(3/29/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jon Robert Orcutt's CRS (Customer Relationship Summary).
