J K. Engle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
J K Engle, CFP®, who also goes by Gerald Kirtley Engle, Jake Engle, was a registered financial professional .
J is a previously registered financial professional and started their career in finance in 2004. J had worked at 1 firm and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 22, 2004 - February 28, 2018
WEALTH PLANNING & MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
Current Firm
WEALTH PLANNING & MANAGEMENT LLC
CRD#: 131259 / SEC#:
Contact information
Red Flags
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