Jack Christopher Wooton
Investment adviser representative at Aptus Financial, LLC
13 yearsExperience
2 statesRegistered in
$0Firm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Aptus Financial, LLCOct 2023 to now
- Trusty OakApr 2023 to Oct 2023
- Incontext CreationsSep 2021 to Feb 2023
- Mohawk BendMay 2021 to Nov 2021
- University of Southern CaliforniaAug 2017 to May 2021
- Wheaton Warrenville South High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Aptus Financial, LLC
Legal name: Aptus Financial LLC
$0Assets managed
0Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7948071
- Firm CRD
- 280033