Jacob N. Weatherford
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK 73116
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CRD#: 6664716
Professional summary
Jacob Nolan Weatherford, CFP®, who also goes by Jake Weatherford, is a registered financial advisor currently at CASTLEPOINT WEALTH ADVISORS located in Oklahoma City, Oklahoma.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob has worked at 1 firm and has passed the Series 65 exam.
Biography
Jake Weatherford serves as a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake uses portfolio modeling and financial projections to help clients evaluate potential outcomes of their decisions. His desire to help people is what attracted him to the wealth management industry.
Question & Answer
What are your service offerings?
Social Security Planning
Divorce Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Corporate Executives
Divorce Planning
Financial Psychology/Coaching
High Net Worth Client Needs
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jake Weatherford
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.
Football Official Since 2008 Not Investment Related 20hrs per week
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Nolan Weatherford'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: 2018
Experience
Current
October 26, 2016 - Present
CASTLEPOINT WEALTH ADVISORS
Office #1: 7308 N. Classen Blvd., Oklahoma City, OK 73116RIA
CRD#: 205512
Oklahoma City, OK
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".
CW
CASTLEPOINT WEALTH ADVISORS
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
CRD#: 205512 / SEC#: 801-96254
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)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(10/26/2016)
Current Firm
CW
CASTLEPOINT WEALTH ADVISORS
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
CRD#: 205512 / SEC#: 801-96254
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7308 N. Classen Blvd., Oklahoma City, OK 73116
Mailing Address
Phone number
(405) 705-2906
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,009 |
| AUM (Assets Under Management) | $ 605,040,407 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
