Jerod Clayton Fenton

Employer firm

Red Seven CRD 168542

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Red Seven
  Escondido, CA

Previous Registrations

• 2012-07-25 → 2014-12-31
  Total Wealth Management Inc.
  Escondido, CA
• 2011-06-20 → 2012-06-15
  Cambridge Investment Research Advisors, Inc.
  Escondido, CA
• 2007-07-23 → 2011-08-22
  Strongtower Financial, Inc.
  Fresno, CA
  Fresno, CA
  Escondido, CA
• 2006-06-16 → 2007-07-18
  Capital Resource Management, Inc.
  Escondido, CA

Other Businesses

MR. FENTON IS INDEPENDENTLY LICENSED TO SELL INSURANCE AND ANNUITY PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES. WHEN ACTING IN THIS CAPACITY, HE MAY RECEIVE COMMISSIONS FOR SELLING INSURANCE AND ANNUITY PRODUCTS. CLIENTS MAY CHOOSE ANY INDEPENDENT INSURANCE AGENT AND INSURANCE COMPANY TO PURCHASE INSURANCE PRODUCTS AND ARE NOT OBLIGATED TO PURCHASE INSURANCE PRODUCTS THROUGH MR. FENTON. REGARDLESS OF THE INSURANCE AGENT SELECTED, THE INSURANCE AGENT OR AGENCY MAY RECEIVE NORMAL COMMISSIONS FROM THE SALE. THE RECEIPT OF COMPENSATION AND OTHER POTENTIAL INCENTIVE BENEFITS CREATES AN INCENTIVE TO RECOMMEND PRODUCTS TO CLIENTS. AT THE TIME OF ANY RECOMMENDATIONS, MR. FENTON WILL DISCUSS THE PRODUCTS, THE CLIENT'S NEEDS AND ANY COMPENSATION ARRANGEMENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-24

Designations

• Certified Financial Planner