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Jon Madison Fagg

Greenwood Gearhart, LLC

Fayetteville, AR

CRD 7884375

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Employer firm

Greenwood Gearhart, LLC CRD 110379

$1.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

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

Current Employers
Greenwood Gearhart, Llc

26 E Center St, Fayetteville, AR 72701-4278 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2024-04-08
TX RA APPROVED 2024-04-08
  • AR RA
    APPROVED
    Since 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08

Branch Locations

26 E Center St, Fayetteville, AR 72701-4278 • 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
University Of Arkansas Fayetteville AR 08/2016 05/2020
Greenwood Gearhart, Inc. Fayetteville AR 05/2020 Present
  • 08/2016 → 05/2020
    University Of Arkansas
    Fayetteville, AR
  • 05/2020 → Present
    Greenwood Gearhart, Inc.
    Fayetteville, AR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08
Other Names
  • Jon Madison Fagg Ii

View on SEC IAPD

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TEKTON WEALTH ADVISORS
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Nearby Investors

RYAN EVERETT RITCHIE
Barry Christopher Rooker
RYAN MICHAEL THOMAS

Nearby Offices

ARVEST WEALTH MANAGEMENT · LOWELL, AR
TEKTON WEALTH ADVISORS · LOWELL, AR
PROVIDENCE CAPITAL · LOWELL, AR

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