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JF

Jerome B. Fulks

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CRD#: 7562480
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerome Bobbick Fulks was a registered financial professional .

Jerome is a previously registered financial professional and started their career in finance in 2024. Jerome had worked at 2 firms and has passed the Series 63, Series 65, Series 79TO, Series 7TO, SIE, Series 34, Series 3, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
I am currently working as an employee with Progressive Insurance as a Sales Consultant. I started working for this insurer on 7/13/23. I work M,T,F,S 10:00AM CST - 9:00PM CST. This is a 40hr/week position. I devote approximately 5 hours per day during securities trading hours to this job. I provide quotes to prospective auto and special lines insurers. I plan to work at Progressive until I am approved as a BD and/or IA. I am also the founder of both Intrinsic Value Capital Management, LLC and Intrinsic Value Advisors, LLC. These entities are registered with the National Futures Association as a commodity pool operator and commodity trading advisor respectively. They are not operational as of the date of this filing.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 15, 2025 - May 4, 2025

INTRINSIC VALUE CAPITAL, LLC

RIA
CRD#: 322660
LITTLE ROCK, AR
Past

May 6, 2024 - June 26, 2024

INTRINSIC VALUE CAPITAL ADVISORS, LLC

RIA
CRD#: 316971
LITTLE ROCK, AR

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/18/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/30/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 34
Date: 3/4/2013
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IV
INTRINSIC VALUE CAPITAL, LLC
INTRINSIC VALUE CAPITAL, LLC

CRD#: 322660 / SEC#: 801-131685

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Contact information


Main Address
650 South Shackleford Road Suite 338, Little Rock, AR 72211
Mailing Address
P.o. Box 7943, Little Rock, AR 72217
Phone number
(501) 563-5929
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Part 2 Brochures

INTRINSIC VALUE CAPITAL, LLC'S FORM ADV PART 2A (11/21/2024)

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


INTRINSIC VALUE CAPITAL, LLC

CRD#: 322660

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