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Jacob Nolan Weatherford

Castlepoint Wealth Advisors

Oklahoma City, OK

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Current Employers
Castlepoint Wealth Advisors

7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-12-21
  • OK RA
    APPROVED
    Since 2024-12-21

Branch Locations

7308 N. Classen Blvd., Oklahoma City, OK 73116 • 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
Miaa Kansas City MO 05/2014 04/2022
Castleview Wealth Advisors Edmond OK 05/2015 01/2018
Castlepoint Wealth Advisors Oklahoma City OK 01/2018 Present
  • 05/2014 → 04/2022
    Miaa
    Kansas City, MO
  • 05/2015 → 01/2018
    Castleview Wealth Advisors
    Edmond, OK
  • 01/2018 → Present
    Castlepoint Wealth Advisors
    Oklahoma City, OK
Other Businesses

Football Official Since 2008 Not Investment Related 20hrs per week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
Designations
Other Names
  • Jake Weatherford

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
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