Jon Nettles
Jon Nettles is a CFP-designated registered investment advisor at Revo Financial, LLC, based in Bartlesville, OK, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 166 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Revo Financial's fee for portfolio management services is based on a percentage of your investment assets. The advisory fee and any third-party investment advisor's fee combined will not exceed 1.71% annually. Fees are charged monthly, based on the average daily balance of your portfolio. The advisory fee is negotiable depending on individual client circumstances.
Location
117 W. 5th Street, #402, Bartlesville, OK, 74003
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an independent insurance agent, evaluating life insurance needs and products for clients since 2005. This activity requires minimal time.
Employment History
Current Registrations
Revo Financial, LLC
Previous Registrations
Onyx Wealth Advisors, INC.
Securities America Advisors, INC.
Fg Wealth Management
Brecek & Young Advisors, INC.
AXA Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.