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JF

Jordan Fulton

NETADVIZOR WEALTH
Jenks, OK
Some features on this profile are disabled
CRD#: 6464128
JF

Professional summary

Jordan Fulton, CFP®, who also goes by Jordan C Fulton, Jordan Christopher Fulton, is a registered financial advisor currently at NETADVIZOR WEALTH LLC located in Jenks, Oklahoma.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan C Fulton | Jordan Christopher Fulton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Fulton's 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: 2017

Experience

Current

May 10, 2022 - Present

NETADVIZOR WEALTH LLC

RIA
CRD#: 319725
Jenks, OK
Past

September 21, 2018 - December 31, 2020

NETADVIZOR, LLC

RIA
CRD#: 298449
JENKS, OK
Past

May 15, 2015 - August 1, 2017

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
ORLANDO, FL

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
(5/10/2022)
IAR
Virginia
(8/19/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/21/2015
Uniform Investment Adviser Law Examination

Current Firm

NW
NETADVIZOR WEALTH LLC
NETADVIZOR WEALTH LLC

CRD#: 319725 / SEC#:

Oklahoma
Registered Investment Advisory firm - (5/10/2022 Approved)
Virginia
Registered Investment Advisory firm - (8/19/2022 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Jenks, OK
Mailing Address
Phone number
(918) 984-9262
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts269
AUM (Assets Under Management)$ 40,448,162

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.

Company Information

NETADVIZOR WEALTH LLC

CRD#: 319725Jenks, OK

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