JF
Jordan C. Fulton
NETADVIZOR WEALTH LLC
Jenks, OK
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CRD#: 6464128
JF
Professional summary
Jordan Christopher 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.
Jordan Christopher Fulton is President/Corporate Controller for a specialty Contractor in Tulsa, OK; McIntosh Corporation. Address: 8141 East 48th Street, Tulsa, OK, 74145-6906. Start date: 12/2017. Mr. Fulton designs, builds and provides MEP work. Mr. Fulton will not offer clients any products or services form this position. Should a conflict of interest arise, NETADVIZOR, LLC will note the conflict and resolve any potential conflicts of interest in the client's best interest. This is a fulltime position - Mr. Fulton spends 40 hrs per week on this activity. NetAdvizor LLC & NetAdvizor Business LLC; Location of the business: PO Box 471291 Tulsa OK 74147 United States; Description of the business: Provide bookkeeping, accounting, and CFO services to small businesses; Position Title: President; Responsibilities Duties: Responsibilities and duties include but are not limited to:- bookkeeping- reviewing financial statements- accounting operations- reviewing transactions and company records- journal entries- payroll entries- varying CFO services such as cash flow management, generating financial statements, KPI tracking and analysis, etc.; Start date with business: 2018-07-27;Hours per month devoted to business during trading hours: 10;Hours per month devoted to business outside trading hours: 40;Percentage of total yearly compensation expected to be derived from the business: 10;Will an IRS form for income earned be received: Yes;Contact person at the organization: Timothy Davis;Website address for the organization: www.netadvizor.com;
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Christopher 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®
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)
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Jenks, OK
Mailing Address
Phone number
(918) 984-5047
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 3,417,896 |
Red Flags
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