Jon Marvin Fletcher

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/2012 → 11/2017
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 12/2017 → 12/2021
  Ausdal Financial Partners, Inc
  Davenport, IA
• 02/2022 → 08/2024
  New York Life Insurance Co
  Jacksonville, FL
• 02/2022 → 08/2024
  Nylife Securities Llc
  Jacksonville, FL
• 03/2022 → 08/2024
  Eagle Strategies Llc
  Jacksonville, FL
• 08/2024 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2022-03-24 → 2024-09-06
  Eagle Strategies Llc
  Jacksonville, FL
• 2017-12-04 → 2021-12-31
  Ausdal Financial Partners, Inc.
  San Diego, CA
  Indianapolis, IN
  Downers Grove, IL
• 2012-11-20 → 2017-12-13
  Money Concepts Capital Corp
  Geneva, IL
  Indianapolis, IN
  Geneva, IL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Indianapolis, IN
• 2008-01-29 → 2012-09-28
  Fletcher Asset Management, Inc.
  Geneva, IL
• 2003-10-31 → 2008-01-29
  B. Riley Wealth Management
  Geneva, IL
  Geneva, IL
• 2004-10-28 → 2005-12-31
  Forte Wealth Management, Llc
  Geneva, IL

Other Businesses

Manila BGC LLC DBA Bagels Up-Business Address: 12457 Atlantic Blvd Ste 2, Jacksonville, FL 32225. (Member of LLC / 50% Owner). Fast-service bagel business run by family. 12-15 hours total per month. Zero total hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-19
• S65 Uniform Investment Adviser Law Examination
  1994-01-10
• S63 Uniform Securities Agent State Law Examination
  1985-07-18

Other Names

• J Fletcher
• Jay Fletcher