Jon Nettles
Advisor at Revo Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Revo Financial, LLC
Location
Bartlesville, OK 74003
Credentials
CFP®, Series 66
Industry experience
23 years
About
Jon Nettles is a CFP® with 23 years of industry experience, currently serving as an advisor at Revo Financial, LLC since 2017. Prior to that, he worked for 15 years at The Focus Group Advisors, LLC dba FG Wealth Management. He is also an independent life insurance agent, evaluating life insurance needs and products for clients. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services including direct indexing and Biblically Responsible Investing options.
Client services
Based on Revo Financial, LLC
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Based on Revo Financial, LLC
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Tax-loss harvesting
Fee options
Negotiated fixed fee up to $8,000 for financial planning and consulting services.
Commission-based compensation earned by associated insurance agents for selling insurance products, separate from advisory fees.
$350 per hour for consulting services beyond scope of financial planning agreement.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.
Location
117 W. 5 Th Street, #402
Bartlesville, OK 74003
Most active in
Jon N has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Revo Financial, LLC
2017 - Present (9 years)
THE FOCUS GROUP ADVISORS, LLC dba FG WEALTH MANAGEMENT
2003 - 2018 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
Bartlesville, OK
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Donald C
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Bartlesville, OK
Family Faith & Finance Asset Management
Lucas N
CFP®, Series 65
Bartlesville, OK
Revo Financial, LLC
Kenneth G
CFP®, Series 66
Bartlesville, OK
First Investment Corporation
Aaron A
CFP®, Series 63, Series 65
Bartlesville, OK
Archambo Financial Advisors, Inc.
Morgan B
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Bartlesville, OK
First Investment Corporation
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