Jon Robert Orcutt
Advisor at AFL Advisory Group LLC — Olean, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Olean, NY 14760
AFL Advisory Group LLC
Independent
Total advisors
1Clients per advisor
64 Very HighAvg AUM per client
$489,614 TypicalHNW client ratio
14% TypicalJon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.
$6,667 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.20% $750,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $6,667 Minimum fee: $100 minimum fee for services
Olean, NY
2442 Constitution Ave.
Olean NY 14760
Advisors at this office
1
New Jersey · New York · North Carolina
11 years of industry experience
AFL Advisory Group LLC
2014 - Present • 12 years
Allegany, NY
AFL Advisory Group LLC
2013 - Present • 13 years
Allegany, NY
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