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Jon Aubrey Nettles

Revo Financial, LLC

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About Jon Aubrey Nettles

Jon Aubrey Nettles is a financial advisor with over 20 years of experience in the industry. Jon is currently registered with Revo Financial, LLC and is also a Certified Financial Planner. Previously Jon worked with Cambridge Legacy Securities L.L.C., Securities America, Inc., Brecek & Young Advisors, Inc., and AXA Advisors, LLC. Jon is also a life insurance agent.

Firm Information

Jon Nettles is currently registered with Revo Financial, LLC. Revo Financial, LLC is a financial advisory firm that provides a range of services, including financial planning, portfolio management for individuals, and publication of periodicals. The firm manages approximately $118,570,330 in assets for 190 clients, including high-net-worth individuals and individuals other than high-net-worth. They have a team of 4 licensed agents and 3 investment advisor representatives.

$118.57M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of assets under advisement

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Jon Nettles’s Registration & Firm History

TX

06/13/2017 - Present

Revo Financial, LLC (MONTGOMERY TX)

OK

02/01/2010 - 04/25/2012

CAMBRIDGE LEGACY SECURITIES L.L.C. (BARTLESVILLE OK)

OK

01/23/2009 - 02/01/2010

SECURITIES AMERICA, INC. (BARTLESVILLE OK)

OK

02/03/2005 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (BARTLESVILLE OK)

NY

08/20/2002 - 02/09/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/17/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Aubrey Nettles.
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