AdvisorOS Directory
Claim Profile
JF

Jennifer Fulton

FIRST SANTA FE ADVISORS, LLC·SANTA FE, New Mexico
Unclaimed Profile
62 LINCOLN AVENUE, SANTA FE, NM 87501CRD# 4200644Firm CRD# 143742
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FIRST SANTA FE ADVISORS, LLC
FIRST SANTA FE ADVISORS, LLC
AUM
$177M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4200644
Firm CRD# 143742
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA FE?

Browse all registered financial advisors in SANTA FE, New Mexico or claim this profile if it's yours.

Browse SANTA FE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA FE
Mark Joseph Zinkula — THORNBURG INVESTMENT MANAGEMENT INCJulia Wang Sze — THORNBURG INVESTMENT MANAGEMENT INCKristina Elisabeth Alley — SANTA FE ADVISORS LLCDavid Evan Marion — SANTA FE ADVISORS LLCEliot Cutler — THORNBURG INVESTMENT MANAGEMENT INC
Nearby cities in New Mexico
ALBUQUERQUE (99)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
ALBUQUERQUE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile