Jordan Fulton
Advisor at NetAdvizor Wealth LLC — Jenks, OK
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
CFP®, Series 65
Experience Industry experience
8 years
Location
Jenks, OK
NetAdvizor Wealth LLC
Supported
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.
Based on NetAdvizor Wealth LLC
$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%
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)
Jenks, OK
Jenks OK
Advisors at this office
2
Oklahoma · Virginia
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
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