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Ronald Litteral Jr.

Investment Adviser Representative at Gibbs Wealth Management, LLC

Tucson, AZCRD #5762717Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ronald Litteral Jr. is an investment adviser representative with Gibbs Wealth Management, LLC in Tucson, AZ, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 7 firms, including SAN BLAS Advisory, Inc. and SB Advisory, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Oregon.

Office

2959 N Swan Road, Suite 101
Tucson, AZ 85712

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Oregon

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/22/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 1/19/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/10/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Gibbs Wealth Management, LLCCurrent
3/18/2026 – Tucson, AZ
SAN BLAS Advisory, Inc.
11/6/2025 – 3/23/2026Tucson, AZ
SB Advisory, LLC
10/30/2025 – 3/23/2026Tucson, AZ
Strategic Advisers LLC
3/31/2025 – 10/8/2025Tucson, AZ
Fidelity Personal AND Workplace Advisors
1/12/2023 – 3/31/2025Tucson, AZ
Raymond James Financial Services Advisors, Inc
10/21/2014 – 9/12/2022Mcminnville, OR
CUSO Financial Services, L.P.
3/25/2014 – 10/20/2014Wilsonville, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Onpoint Community Credit Union
    Aug 2013 – Aug 2022Mcminnville, OR
  2. Raymond James Financial Services
    Oct 2014 – Aug 2022Mcminnville, OR
  3. Raymond James Financial Services Advisors Inc.
    Oct 2014 – Aug 2022Mcminnville, OR
  4. OnPoint Wealth Management and Investments
    Feb 2021 – Aug 2022Mcminnville, OR
  5. DBA: OnPoint Investment Services
    Jan 2022 – Aug 2022McMinnville, OR
  6. Fidelity Investments
    Sep 2022 – Sep 2025Tucson, AZ
  7. Fidelity Investments
    Mar 2025 – Sep 2025Boston, MA
  8. San Blas Securities, LLC
    Oct 2025 – Mar 2026Atlanta, GA
  9. SB Advisory
    Oct 2025 – Mar 2026Atlanta, GA
  10. Gibbs Wealth Management
    Mar 2026 – no end date reportedAlpharetta, GA
  11. Suncrest Wealth Advisors
    Mar 2026 – no end date reportedTucson, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Gibbs Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement planning focused on safety of principal, reasonable rate of return, and simplified strategies; active wealth management including portfolio analysis, tax planning in retirement, and ongoing annual financial reviews; educational seminars; and assets under management (AUM) services.

Portfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningWealth ManagementPrincipal ProtectionActive Money ManagementTax Planning In RetirementPortfolio AnalysisFiduciary AdviceSocial SecurityInsuranceAnnuities

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
68
Offices listed on AdvisorFinder:
37
Main office:
Alpharetta, GA
SEC file number:
801-123227

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 28, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronald Litteral Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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