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Jeffrey Rouk James

Fourpath Capital Management, LLC

Oklahoma City, OK

CRD 3210356

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Employer firm

Fourpath Capital Management, LLC CRD 313573

$1.06B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Fourpath Capital Management, Llc

4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-24
OK RA APPROVED 2021-07-12
  • TX RA
    APPROVED
    Since 2021-08-24
  • OK RA
    APPROVED
    Since 2021-07-12

Branch Locations

4727 Gaillardia Parkway Suite 120, Oklahoma City, OK 73142 • 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
Wells Fargo Advisors Llc Edmond OK 05/2009 11/2016
Wells Fargo Clearing Services, Llc Edmond OK 11/2016 07/2021
Reuter James Wealth Management Oklahoma City OK 07/2021 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Edmond, OK
  • 11/2016 → 07/2021
    Wells Fargo Clearing Services, Llc
    Edmond, OK
  • 07/2021 → Present
    Reuter James Wealth Management
    Oklahoma City, OK
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-01
S63 Uniform Securities Agent State Law Examination 1999-06-07
  • S65 Uniform Investment Adviser Law Examination
    1999-07-01
  • S63 Uniform Securities Agent State Law Examination
    1999-06-07

View on SEC IAPD

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