Jeb Jarrell (CRD# 6362574) is an Investment Advisor Representative working at Plentiful Wealth, LLC in Ashland, KY and has over 10 years of experience in the finance industry. Jeb Jarrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4418119
Osaic Wealth, Inc.
CRD# 1335249
Raymond James & Associates, Inc.
CRD# 6111504
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plentiful Wealth LLC | Ashland, KY | Dec 2020 - Current | 3 |
| Ameriprise Financial Services, Inc. | Louisville, KY | Jul 2018 - Mar 2021 | 2 |
| Commonwealth Financial Network | Waltham, MA | Jun 2017 - May 2018 | < 1 |
| Wilkerson Financial Dba Commonwealth Financial Network | Frankfort, KY | Apr 2017 - May 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hot Springs, AR | Oct 2015 - Feb 2017 | 1 |
| Financial Decisions, Inc. | Little Rock, AR | Jun 2015 - Oct 2015 | < 1 |
| University Of Kentucky | Lexington, KY | Aug 2013 - Aug 2015 | 2 |
| Legacy Consulting Group | Lexington, KY | Jan 2015 - May 2015 | < 1 |
| Spectrum Financial Alliance | Nicholasville, KY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- KY
- LA
- TX
- WV
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$146,134
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
KY, LA, TX, WV
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