JF
Jefferson S. Fuller
INSIGHT STRATEGIC WEALTH LLC
PORTLAND, TN
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CRD#: 7614411
JF
Professional summary
Jefferson Scott Fuller is a registered financial advisor currently at INSIGHT STRATEGIC WEALTH LLC located in Portland, Tennessee.
Jefferson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jefferson has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
MR. FULLER HOLDS TN INSURANCE LICENSE #3001727409 AND OFFERS INSURANCE PRODUCTS THROUGH A SUBSIDIARY OF KRAFT ASSET MANAGEMENT, KRAFT FINANCIAL SERVICES, LLC. KRAFT FINANCIAL SERVICES, LLC (PREVIOUSLY KNOWN AS KRAFT INSURANCE SERVICES, LLC). KRAFT FINANCIAL SERVICES, LLC (KFS) IS NOT INVESTMENT RELATED. THE MAILING ADDRESS IS 555 GREAT CIRCLE ROAD, NASHVILLE, TENNESSEE 37228. THE PRIMARY NATURE OF THIS BUSINESS IS TO PROVIDE INSURANCE SERVICES (I.E. DISABILITY INCOME, LONG-TERM CARE AND LIFE INSURANCE WITH A GUARANTEED DEATH BENEFIT) TO OUR ASSOCIATED ACCOUNTING FIRM ENTERPRISE CLIENTS. KFS ONLY RECOMMENDS LIFE INSURANCE PRODUCTS THAT ARE NON-VARIABLE (I.E. POLICIES WITH ONLY GUARANTEED DEATH BENEFITS). I HAVE AN INDEPENDENT CONTRACTOR RELATIONSHIP WITH KFS ACTING IN THE CAPACITY OF A CONSULTANT/AGENT AND HAVE ALL NECESSARY INSURANCE LICENSES. I HAVE HAD AN INDEPENDENT CONTRACTOR RELATIONSHIP WITH KFS SINCE APRIL 2025. CURRENTLY I SPEND LESS THAN 4 HOURS PER MONTH ON KFS ACTIVITIES. MY DUTIES HAVE PRIMARILY CONSISTED OF CONSULTING WITH INSURANCE PROVIDERS AND HELPING CLIENTS MEET THEIR INSURANCE NEEDS.
CRS (Client Relationship Summary) - RIA
Click below to view Jefferson Scott Fuller'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®
NoneExperience
Current
August 26, 2025 - Present
INSIGHT STRATEGIC WEALTH LLC
RIA
CRD#: 147290
PORTLAND, TN
Past
April 14, 2025 - August 1, 2025
KRAFT ASSET MANAGEMENT, LLC
RIA
CRD#: 119139
NASHVILLE, TN
Past
April 11, 2023 - March 17, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
NASHVILLE, TN
Past
April 11, 2023 - March 17, 2025
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
NASHVILLE, TN
Past
February 14, 2023 - April 14, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
NASHVILLE, TN
Past
December 22, 2022 - April 14, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
NASHVILLE, TN
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".
IS
INSIGHT STRATEGIC WEALTH LLC
CONRY-TAYLOR & MORROW, CPA'S PC | INSIGHT STRATEGIC WEALTH LLC | CTM FINANCIAL, LLC | CONRY-TAYLOR AND MORROW CPAS PC
CRD#: 147290 / SEC#: 801-113370
RIA
Registered Investment Advisory firm - (6/1/2018 Approved)Tennessee
Registered Investment Advisory firm - (6/6/2018 Terminated)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
Tennessee(8/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IS
INSIGHT STRATEGIC WEALTH LLC
CONRY-TAYLOR & MORROW, CPA'S PC | INSIGHT STRATEGIC WEALTH LLC | CTM FINANCIAL, LLC | CONRY-TAYLOR AND MORROW CPAS PC
CRD#: 147290 / SEC#: 801-113370
RIA
Registered Investment Advisory firm - (6/1/2018 Approved)Tennessee
Registered Investment Advisory firm - (6/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10107 Sherrill Blvd, Knoxville, TN 37932
Mailing Address
Phone number
(866) 467-9756
Established
Firm type
Fiscal year end
# of Employees
3
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
