Jerod Fenton has been Chief Executive Officer of Red Seven since May 2013, is a control person of the firm and directly owns between 50% and 75% of it. Jerod Fenton holds a B.S. in Business Marketing from San Diego State University.
Red Seven is an Escondido, CA firm with $104M under management, 261 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Jerod C. Fenton is President of RED Seven Wealth Management, based in Escondido. Fenton founded the firm in 2011. Since 2003 he has helped families and businesses sort through complex financial decisions and build financial plans that align with their goals, values and long-term priorities.
Jerod Fenton’s longest registration is the current one, 13 years at Red Seven since 2013. Before joining Red Seven in 2013, Jerod Fenton was registered through Total Wealth Management Inc. and Cambridge Investment Research Advisors, Inc.
- Total Wealth Management Inc.– · 2 yearsEscondido, CA · Adviser representative · Firm CRD 140503
- Cambridge Investment Research Advisors, Inc.– · under a yearEscondido, CA · Adviser representative · Firm CRD 134139
- Strongtower Financial, Inc.– · 4 yearsEscondido, CA · Adviser representative · Firm CRD 35504
- Capital Resource Management, Inc.– · 1 yearEscondido, CA · Adviser representative · Firm CRD 124652
Professional designations
Listed by Red Seven
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jerod Fenton is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2013; the most recent is Texas, in December 2021.
- CaliforniaSince 15 October 2013
- TexasResidentSince 11 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 1 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 February 2004 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jerod Clayton Fenton
- CRD
- 4758999
- Firm
- Red Seven · CRD 168542
- Role
- Chief Executive Officer
- Office
- 960 CANTERBURY PLACE SUITE 380, Escondido, CA 92025
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- red7wm.com
Where does Jerod Fenton work?
Jerod Fenton has been Chief Executive Officer of Red Seven since May 2013, and is a control person of the firm.
Is Jerod Fenton a financial advisor?
Yes. Jerod Fenton has a current investment-adviser registration in California and Texas, through Red Seven since October 2013.
How many years of experience does Jerod Fenton have?
Jerod Fenton has 20 years in the financial industry, since July 2006, across 5 adviser firms.
What exams has Jerod Fenton passed?
Jerod Fenton has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in February 2004.
Where did Jerod Fenton work before Red Seven?
Before Red Seven, Jerod Fenton was registered through Cambridge Investment Research Advisors, Inc., June 2011 to June 2012; Strongtower Financial, Inc., July 2007 to August 2011; Capital Resource Management, Inc., June 2006 to July 2007.
Where is Jerod Fenton based?
Jerod Fenton’s registered office is in Escondido, CA.
Is Jerod Fenton registered with FINRA?
No. Jerod Fenton has no current broker registration.
Is Jerod Fenton a CFP?
Red Seven lists Jerod Fenton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jerod Fenton’s record?
Search CRD 4758999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerod Fenton’s full registration record.
