Jon A. Nettles

REVO FINANCIAL

Bartlesville, OK 74003

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CRD#: 4555755

Professional summary

Jon Aubrey Nettles, CFP® is a registered financial advisor currently at REVO FINANCIAL, LLC located in Bartlesville, Oklahoma.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jon has worked at 8 firms and has passed the Series 66, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME OF OTHER BUSINESS (JON A. NETTLES); INVESTMENT RELATED (NO); ADDRESS (22860 N. 3962 DRIVE, BARTLESVILLE, OK, 74006); NATURE OF OTHER BUSINESS (LIFE INSURANCE); POSITION AND TITLE (AGENT); RELATIONSHIP (OWNER); START DATE OF RELATIONSHIP (2/2005); HOURS/MONTH (4 HRS/MONTH); HOURS DURING SECURITY TRADING HOURS (4 HOURS/MONTH); DUTIES (ACTING AS AN INDEPENDENT INSURANCE AGENT-EVALUATING LIFE INSURANCE NEEDS AND PRODUCTS FOR CLIENTS).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Aubrey Nettles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

June 13, 2017 - Present

REVO FINANCIAL, LLC

Office #1: 117 W. 5th Street #402, Bartlesville, OK 74003

RIA

CRD#: 172646

Bartlesville, OK

Past

February 20, 2013 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

BARTLESVILLE, OK

Past

February 1, 2010 - April 25, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

BARTLESVILLE, OK

Past

March 18, 2009 - March 18, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAVISTA, NE

Past

January 23, 2009 - February 1, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

BARTLESVILLE, OK

Past

February 22, 2005 - December 31, 2018

FG WEALTH MANAGEMENT

RIA

CRD#: 117845

BARTLESVILLE, OK

Past

February 8, 2005 - December 31, 2005

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

BARTLESVILLE, OK

Past

February 3, 2005 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

BARTLESVILLE, OK

Past

September 16, 2002 - February 9, 2005

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BARTLESVILLE, OK

Past

August 20, 2002 - February 9, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(6/5/2018)

IAR

Texas
(6/13/2017)

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

State Security Law Exam

IAR

Series 66

Date: 8/28/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 7/17/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/19/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/4/2006

General Securities Principal Examination

Current Firm

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

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Contact information

Main Address

117 W. 5th Street #402, Bartlesville, OK 74003

Mailing Address

Phone number

(918) 336-7877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVO FINANCIAL LLC ADV BROCHURE (8/23/2025)

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 118,570,330

Red Flags

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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Firm Stability Insights

Jon A. Nettles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Aubrey Nettles's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FG WEALTH MANAGEMENT

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

REVO FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2002

Series 31

Date: 7/17/2009

Series 7

Date: 8/19/2002

Series 24

Date: 3/4/2006

Current Firm

REVO FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVO FINANCIAL, LLC

TRUST BUT VERIFY

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