Jarrod Jansen (CRD# 7414301) is an Investment Advisor Representative working at Arbor Point Advisors in Wichita, KS and has 1 year of experience in the finance industry. Jarrod Jansen 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# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Wichita, KS | Apr 2022 - Current | 2 |
| Heritage Private Wealth Management, LLC | Wichita, KS | Mar 2021 - Apr 2022 | 1 |
| Ranson Financial Group, LLC | Wichita, KS | Sep 2018 - Apr 2022 | 3 |
| Wichita State University | Wichita, KS | Aug 2017 - May 2019 | 1 |
| Employers Mutual Casualty Company | Wichita, KS | May 2018 - Sep 2018 | < 1 |
| Catholic Family Federal Credit Union | Wichita, KS | Dec 2016 - May 2018 | 1 |
| Hutchinson Community College | Hutchinson, KS | Jan 2017 - May 2017 | < 1 |
| Independence Community College | Independence, KS | Aug 2016 - Jan 2017 | < 1 |
| Wichita Drainage & Grading | Wichita, KS | May 2016 - Aug 2016 | < 1 |
| Andale High School | Andale, KS | Jul 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- KS
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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