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Inactive

Jordan Fulton

Netadvizor Wealth LLC

Jenks, OK

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Current Employers
Netadvizor Wealth Llc

Jenks, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
VA RA APPROVED 2022-08-19
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01
  • VA RA
    APPROVED
    Since 2022-08-19

Branch Locations

Jenks, OK • 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
Ronald Blue & Co. Orlando FL 05/2015 08/2017
Netadvizor Llc Jenks OK 09/2018 12/2020
Mcintosh Corporation Tulsa OK 12/2017 Present
Ronald Blue Trust Orlando FL 01/2017 12/2017
Netadvizor Wealth Llc Jenks OK 04/2022 Present
Netadvizor Business Llc Tulsa OK 07/2018 Present
Netadvizor Llc Tulsa OK 07/2018 Present
  • 05/2015 → 08/2017
    Ronald Blue & Co.
    Orlando, FL
  • 09/2018 → 12/2020
    Netadvizor Llc
    Jenks, OK
  • 12/2017 → Present
    Mcintosh Corporation
    Tulsa, OK
  • 01/2017 → 12/2017
    Ronald Blue Trust
    Orlando, FL
  • 04/2022 → Present
    Jenks, OK
  • 07/2018 → Present
    Netadvizor Business Llc
    Tulsa, OK
  • 07/2018 → Present
    Netadvizor Llc
    Tulsa, OK
Previous Registrations
  • 2018-09-21 → 2020-12-31
    Netadvizor, Llc
    Jenks, OK
  • 2015-05-15 → 2017-08-01
    Ronald Blue & Co., Llc
    Orlando, FL
Other Businesses

Jordan Christopher Fulton is President/Corporate Controller for a specialty Contractor in Tulsa, OK; McIntosh Corporation. Address: 8141 East 48th Street, Tulsa, OK, 74145-6906. Start date: 12/2017. Mr. Fulton designs, builds and provides MEP work. Mr. Fulton will not offer clients any products or services form this position. Should a conflict of interest arise, NETADVIZOR, LLC will note the conflict and resolve any potential conflicts of interest in the client's best interest. This is a fulltime position - Mr. Fulton spends 40 hrs per week on this activity. NetAdvizor LLC & NetAdvizor Business LLC; Location of the business: PO Box 471291 Tulsa OK 74147 United States; Description of the business: Provide bookkeeping, accounting, and CFO services to small businesses; Position Title: President; Responsibilities Duties: Responsibilities and duties include but are not limited to:- bookkeeping- reviewing financial statements- accounting operations- reviewing transactions and company records- journal entries- payroll entries- varying CFO services such as cash flow management, generating financial statements, KPI tracking and analysis, etc.; Start date with business: 2018-07-27;Hours per month devoted to business during trading hours: 10;Hours per month devoted to business outside trading hours: 40;Percentage of total yearly compensation expected to be derived from the business: 10;Will an IRS form for income earned be received: Yes;Contact person at the organization: Timothy Davis;Website address for the organization: www.netadvizor.com;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-21
  • S65 Uniform Investment Adviser Law Examination
    2015-04-21
Designations
Other Names
  • Jordan C Fulton
  • Jordan Christopher Fulton

View on SEC IAPD

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