Unclaimed Profile

Jennifer Fulton

FIRST SANTA FE ADVISORS, LLC·SANTA FE, New Mexico

Clean recordFIRST SANTA FE ADVISORS, LLC

62 LINCOLN AVENUE, SANTA FE, NM 87501CRD# 4200644Firm CRD# 143742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Fulton · SANTA FE, NM

Registration

CRD #4200644 · FIRST SANTA FE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Fulton is a registered financial advisor based in SANTA FE, New Mexico, affiliated with FIRST SANTA FE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FIRST SANTA FE ADVISORS, LLC

AUM

$177M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST SANTA FE ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4200644

Firm CRD# 143742

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Frequently Asked Questions

What services does Jennifer Fulton offer?

Jennifer Fulton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA FE, New Mexico for a consultation.

What are Jennifer Fulton's credentials?

Jennifer Fulton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Fulton located?

Jennifer Fulton is based in SANTA FE, New Mexico, working with FIRST SANTA FE ADVISORS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.

How does Jennifer Fulton charge for services?

Jennifer Fulton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST SANTA FE ADVISORS, LLC?

FIRST SANTA FE ADVISORS, LLC has approximately 8 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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