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Jordan F
CFP®, Series 65
Jenks, OK
NetAdvizor Wealth LLC
Jordan Fulton is a financial advisor at NetAdvizor Wealth LLC with 8 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, he is President and Corporate Controller of McIntosh Corporation, a specialty contractor in Tulsa, OK. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary and non-discretionary investment management along with ongoing financial planning, and monitors client accounts regularly.
Seth D
Series 66
Jenks, OK
NetAdvizor Wealth LLC
Seth Deaver is a financial advisor at NetAdvizor Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Selective Wealth Management, Inc. and Raymond James Financial Services, Inc. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a combination of 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.
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