JB
Jarrod E. Biebel
RFG ADVISORY
Centennial, CO 80112
Some features on this profile are disabled
CRD#: 2182514
JB
Professional summary
Jarrod Edward Biebel, AIF®, who also goes by Jarrod E Biebel, is a registered financial advisor currently at RFG ADVISORY, LLC located in Centennial, Colorado and PRIVATE CLIENT SERVICES, LLC located in Centennial, Colorado.
Jarrod is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jarrod has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 6, Series 24, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jarrod E Biebel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) TrekNorth Investment Management. 9200 E. Mineral Ave, Suite 100, Centennial, CO 80112. DBA. Owner/Founder/Advisor. 160 hrs/mo; 160 during trading hrs. Investment related. 2) RFG Advisory. 1400 Urban Center Drive, Ste 475, Birmingham, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 3) The Pinnacle Group. 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258. Insurance IMO. Agent/VA/Life. 4 hrs/mo; 4 during trading hrs. Investment related. 4) SSM1 LLC. N 9980 Shore Drive, Au Train, MI 49806. Real Estate in Minnestoa. Passive rental property ownership. Engaged property manager to manage day to day operations. Member. 0-1 hr/mo; 0-1 during trading hrs. Not investment related. 5) GWG Ventures LLC. N9980 Shore Drive, Au Train, MI 49806. Real Estate Property Management. Member. 0-1 hr/mo; 0-1 during trading hrs. Not investment related. 6) UPMICO LLC. Real Estate Development and Rental Property Ownership. Member. 0-1 hr/mo; 0-1 during trading hrs. Not investment related. 7) Political Office: Onota Township Board of Review. E4161 Deerton-Sand Road. Deerton, MI 49822. Township Government. Appointed Government Office. 2-10 hrs/mo; 0-1 during trading hrs. Not investment related. 8) Michigan State DNR ORV Trails Committee. PO Box 30257, Lansing, MI 48909. Committee Member. Appointed to workgroup to advance and promote ORV trail use for the state of MI. 2 hrs/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jarrod Edward Biebel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 23, 2025 - Present
RFG ADVISORY, LLC
Office #1: 9200 E Mineral Ave #100, Centennial, CO 80112RIA
CRD#: 158401
Centennial, CO
Current
January 23, 2025 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9200 E Mineral Ave #100, Centennial, CO 80112RIA
BD
CRD#: 120222
Centennial, CO
Past
November 8, 2016 - January 28, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
DENVER, CO
Past
November 8, 2016 - January 28, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
DENVER, CO
Past
January 3, 2011 - November 22, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MARQUETTE, MI
Past
January 3, 2011 - November 22, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MARQUETTE, MI
Past
August 8, 2002 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
NORTHFIELD, MN
Past
August 7, 2002 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
NORTHFIELD, MN
Past
January 6, 1999 - February 22, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
December 18, 1992 - January 7, 1999
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
November 11, 1991 - November 24, 1992
NUVEEN SECURITIES, LLC
BD
CRD#: 469
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/23/2025)
RR
Arkansas(1/23/2025)
RR
California(1/23/2025)
RR
Colorado(1/23/2025)
IAR
Colorado(1/23/2025)
RR
Florida(1/23/2025)
RR
Hawaii(1/27/2025)
RR
Illinois(1/24/2025)
RR
Iowa(1/23/2025)
RR
Kansas(1/23/2025)
RR
Kentucky(1/23/2025)
RR
Michigan(1/23/2025)
IAR
Michigan(1/23/2025)
RR
Minnesota(1/28/2025)
RR
Montana(1/27/2025)
RR
Nebraska(1/23/2025)
RR
New York(1/23/2025)
RR
Ohio(1/23/2025)
RR
South Dakota(1/24/2025)
RR
Texas(1/23/2025)
RR
Utah(1/23/2025)
RR
Washington(1/24/2025)
RR
Wisconsin(1/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/7/1998
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245
Mailing Address
Phone number
(205) 397-2450
Established
Firm type
Fiscal year end
# of Employees
277
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,999 |
| AUM (Assets Under Management) | $ 6,120,333,343 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
