Advisor at AFL Advisory Group LLC
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Firm
AFL Advisory Group LLC
Location
Olean, NY 14760
Credentials
Series 63, Series 65
Industry experience
11 years
Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.
$6,667 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.20% $750,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $6,667 Minimum fee: $100 minimum fee for services
2442 Constitution Ave.
Olean, NY 14760
New Jersey · New York · North Carolina
AFL Advisory Group LLC
2014 - Present (12 years)
AFL Advisory Group LLC
2013 - Present (13 years)
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