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Jack Christopher Wooton

Aptus Financial, LLC

New York, NY

Little Rock, AR

CRD 7948071

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Employer firm

Aptus Financial, LLC CRD 280033

634 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars
  • INVESTMENT ADVISORY SERVICES TO DIY INVESTORS

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

Current Employers
Aptus Financial, Llc

Little Rock, AR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
NY RA APPROVED 2024-06-26
  • TX RA
    APPROVED
    Since 2025-01-03
  • NY RA
    APPROVED
    Since 2024-06-26

Branch Locations

New York, NY • United States

Little Rock, AR • 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 Southern California Los Angeles CA 08/2017 05/2021
Aptus Financial, Llc Little Rock AR 12/2023 Present
Aptus Financial, Llc Little Rock AR 10/2023 12/2023
Trusty Oak Austin TX 04/2023 10/2023
Incontext Creations Alpine UT 09/2021 02/2023
Mohawk Bend Los Angeles CA 05/2021 11/2021
Aptus Financial, Llc New York NY 06/2024 Present
Wheaton Warrenville South High School Wheaton IL 08/2013 05/2017
  • 08/2017 → 05/2021
    University Of Southern California
    Los Angeles, CA
  • 12/2023 → Present
    Aptus Financial, Llc
    Little Rock, AR
  • 10/2023 → 12/2023
    Aptus Financial, Llc
    Little Rock, AR
  • 04/2023 → 10/2023
    Trusty Oak
    Austin, TX
  • 09/2021 → 02/2023
    Incontext Creations
    Alpine, UT
  • 05/2021 → 11/2021
    Mohawk Bend
    Los Angeles, CA
  • 06/2024 → Present
    Aptus Financial, Llc
    New York, NY
  • 08/2013 → 05/2017
    Wheaton Warrenville South High School
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-19
  • S65 Uniform Investment Adviser Law Examination
    2024-06-19

View on SEC IAPD

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