Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeb? Claim Your ProfileJeb Kirkpatrick is a financial advisor with over 30 years of experience in the industry. Jeb has worked with several firms in the past and currently holds an active registration with Arete Wealth Advisors, LLC. Jeb is also a registered representative with FINCADIA LLC, FINCADIA WEALTH MANAGEMENT LLC, and FINCADIA CAPITAL PARTNERS LLC. Jeb specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
OK
07/19/2022 - Present
Arete Wealth Advisors, LLC (Oklahoma City OK)
FL
05/05/2016 - 07/21/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
01/27/2010 - 05/12/2016
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
OK
04/04/2001 - 01/29/2010
CULLUM & BURKS SECURITIES, INC. (OKLAHOMA CITY OK)
TX
01/04/1997 - 04/03/2001
SWS FINANCIAL SERVICES (DALLAS TX)
NY
09/30/1992 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
09/10/1993 - 12/03/1996
PATTERSON ICENOGLE, INC.
NA
04/19/1991 - 09/09/1993
G. R. PHELPS & CO., INC.
MA
06/01/1990 - 04/03/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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