Jacob Weatherford has been Partner, Wealth Advisor of Ark & TLK Investments since July 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Ark & TLK Investments, LLC is an Oklahoma City, OK firm with $751M under management, 283 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Jake Weatherford is Partner, Senior Advisor and OKC Advisor Director of Castlepoint Wealth Advisors. He provides client investment advice, implements the firm's financial planning strategies, and is responsible for portfolio modeling and financial projections. He is nearing a decade in financial advising and works with clients on investment management and wealth transfer.
- Castlepoint Wealth AdvisorsCurrent– present · 9 yearsOklahoma City, OK · Adviser representative · Firm CRD 205512
Professional designations
Listed by Ark & TLK Investments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Jacob Weatherford is registered as an investment adviser representative in Oklahoma, since October 2016.
- OklahomaSince 26 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Nolan Weatherford
- CRD
- 6664716
- Firm
- Ark & TLK Investments · CRD 205512
- Role
- Partner, Wealth Advisor
- Office
- 7308 N. CLASSEN BLVD., Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlepointwealth.com
Where does Jacob Weatherford work?
Jacob Weatherford has been Partner, Wealth Advisor of Ark & TLK Investments, LLC since July 2019.
Is Jacob Weatherford a financial advisor?
Yes. Jacob Weatherford has a current investment-adviser registration in Oklahoma, through Ark & TLK Investments since October 2016.
How many years of experience does Jacob Weatherford have?
Jacob Weatherford has 9 years in the financial industry, since October 2016, across 1 adviser firm.
What exams has Jacob Weatherford passed?
Jacob Weatherford passed the Series 65 in October 2016.
Where is Jacob Weatherford based?
Jacob Weatherford’s registered office is in Oklahoma City, OK.
Is Jacob Weatherford registered with FINRA?
No. Jacob Weatherford has no current broker registration.
Is Jacob Weatherford a CFP?
Ark & TLK Investments lists Jacob Weatherford with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Weatherford’s record?
Search CRD 6664716 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Weatherford’s full registration record.
