Best Investors Account Sign in
Inactive

Jackson Paul Ratcliff

Naviter Wealth, LLC

Little Rock, AR

CRD 6005158

Claim This Profile
Employer firm

Naviter Wealth, LLC CRD 311508

$1.60B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Naviter Wealth, Llc

1 Information Way Suite 400, Little Rock, AR 72202 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-04-17
  • AR RA
    APPROVED
    Since 2023-04-17

Branch Locations

1 Information Way Suite 400, Little Rock, AR 72202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephens Inc Little Rock AR 11/2011 03/2017
Stephens Inc Little Rock AR 03/2017 01/2023
Naviter Wealth, Llc Little Rock AR 01/2023 Present
  • 11/2011 → 03/2017
    Stephens Inc
    Little Rock, AR
  • 03/2017 → 01/2023
    Stephens Inc
    Little Rock, AR
  • 01/2023 → Present
    Naviter Wealth, Llc
    Little Rock, AR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
S63 Uniform Securities Agent State Law Examination 2012-03-30
  • S66 Uniform Combined State Law Examination
    2023-04-17
  • S63 Uniform Securities Agent State Law Examination
    2012-03-30

View on SEC IAPD

More in Little Rock, AR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor