Jefferson S. Fuller
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.
Jefferson Scott Fuller was a registered financial professional .
Jefferson is a previously registered financial professional and started their career in finance in 2022. Jefferson had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 26, 2025 - June 23, 2026
INSIGHT STRATEGIC WEALTH LLC
April 14, 2025 - August 1, 2025
KRAFT ASSET MANAGEMENT, LLC
April 11, 2023 - March 17, 2025
CETERA INVESTMENT ADVISERS LLC
April 11, 2023 - March 17, 2025
CETERA INVESTMENT SERVICES LLC
February 14, 2023 - April 14, 2023
LPL FINANCIAL LLC
December 22, 2022 - April 14, 2023
LPL FINANCIAL LLC
Primary Firm SEC Registration
INSIGHT STRATEGIC WEALTH LLC
CRD#: 147290 / SEC#: 801-113370
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
INSIGHT STRATEGIC WEALTH LLC
CRD#: 147290 / SEC#: 801-113370
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 527 |
| AUM (Assets Under Management) | $ 256,902,086 |
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.
