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James Ollie Suttles

Better Pockets Financial

Wylie, TX

Fort Collins, CO

CRD 7625432

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Employer firm

Better Pockets Financial CRD 317366

$8.34M regulatory AUM 35 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Better Pockets Financial

242 Linden St 1St Floor, Fort Collins, CO 80524 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-17
LA RA APPROVED 2023-05-17
TX RA APPROVED 2023-02-21
  • CO RA
    APPROVED
    Since 2024-06-17
  • LA RA
    APPROVED
    Since 2023-05-17
  • TX RA
    APPROVED
    Since 2023-02-21

Branch Locations

Wylie, TX • United States

242 Linden St 1St Floor, Fort Collins, CO 80524 • 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
Collin College Mckinney TX 01/2013 12/2016
Collin College Mckinney TX 01/2017 04/2019
University Of Texas At Dallas Richardson TX 05/2019 12/2021
University Of Dallas Irving TX 12/2021 04/2022
Montoya Wealth Prescott AZ 04/2022 10/2022
Unemployed Wylie TX 11/2022 01/2023
Better Pockets Financial Fort Collins CO 02/2023 Present
  • 01/2013 → 12/2016
    Collin College
    Mckinney, TX
  • 01/2017 → 04/2019
    Collin College
    Mckinney, TX
  • 05/2019 → 12/2021
    University Of Texas At Dallas
    Richardson, TX
  • 12/2021 → 04/2022
    University Of Dallas
    Irving, TX
  • 04/2022 → 10/2022
    Montoya Wealth
    Prescott, AZ
  • 11/2022 → 01/2023
    Unemployed
    Wylie, TX
  • 02/2023 → Present
    Better Pockets Financial
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29

View on SEC IAPD

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