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Jordan Fulton

Advisor at NetAdvizor Wealth LLC — Jenks, OK

Updated today

Credentials

CFP®, Series 65

Experience

8 years

Location

Jenks, OK

NetAdvizor Wealth LLC

Supported

Total advisors

3

Across 2 offices

Clients per advisor

44 Typical

Avg AUM per client

$235,714 Very Low

HNW client ratio

4% Very Low

About

Jordan Fulton is a CFP® professional with eight years of experience in financial advising. He is currently with NetAdvizor Wealth LLC and has held roles at NetAdvizor LLC and Ronald Blue & Co. Outside of his advisory work, Fulton serves as President and Corporate Controller for McIntosh Corporation, a specialty contractor in Tulsa, Oklahoma. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.

Client services

Based on NetAdvizor Wealth LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on NetAdvizor Wealth LLC

Annuities

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.84% $2,000,001 - $3,000,000: 0.74% $3,000,001+: 0.65%

Other

Account minimum: $250,000 Fee-only: Fixed fee for creating a one-time financial plan between $100 and $4,500; ongoing financial planning at $100 per month (negotiable)

Location

See office

Jenks, OK

Jenks OK

Advisors at this office

2

Most active in

Oklahoma · Virginia

Work history

8 years of industry experience

NetAdvizor Wealth LLC

2022 - Present • 4 years

Jenks, OK

Netadvizor LLC

2018 - 2020 • 2 years

Jenks, OK

NetAdvizor LLC

2018 - Present • 8 years

Tulsa, OK

NetAdvizor Business LLC

2018 - Present • 8 years

Tulsa, OK

McIntosh Corporation

2017 - Present • 9 years

Tulsa, OK

Ronald Blue Trust

2017 - 2017 • 1 year

Orlando, FL

Ronald Blue & Co.

2015 - 2017 • 2 years

Orlando, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor at Sandman Wealth Management in Tulsa, OK, holding a Series 65 credential with four years of industry experience. She previously worked with Gradient Advisors LLC and has been involved with John 3:16 Mission, where she serves as a board member. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, combining fundamental, technical, and cyclical analysis with regular account reviews, and works in a co-advisor relationship with Gradient Investments for managed portfolios.

Wealth management Retirement income strategy General tax planning
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Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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