JK
Jeffrey S. Kinard
CETERA INVESTMENT ADVISERS LLC
LOWELL, AR 72745
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CRD#: 2768907
JK
Professional summary
Jeffrey S Kinard is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lowell, Arkansas and CETERA WEALTH SERVICES, LLC located in Lowell, Arkansas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) JEFFREY S. KINARD, CPA POSITION: Owner NATURE: Provide wealth advisory services via Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 212 S. Lincoln Street, Lowell AR 72745, United States DESCRIPTION: Retail brokerage services via Avantax investment Services and investment advisory services via Avantax Advisory Services 2)SRA 831(B) ADMIN POSITION: Serve as FP for some of their accounts NATURE: Act as third party financial advisory on the assets within the 831(b) plans. I would use our in house (Avantax) managed portfolios. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2022 ADDRESS: 1225 N. Main Street, Meridian IN 83642, United States DESCRIPTION: SRA 831(b) admins 831(b) plans. The assets of each plan are either allocated to a bank or allowed to be invested by an outside financial advisor. My role would be to take the allowed percentage of investable assets and investment them in our Avantax models. 3) DBA NAME CHANGE - ENGAGED MINISTRIES CHURCH POSITION: Pastor NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2010 ADDRESS: 212 S. Lincoln Street, Lowell AR 72745, United States DESCRIPTION: Pastor 4) JSKW ADVISORY, LLC POSITION: Owner - CPA NATURE: Tax and CPA activity. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 65 START DATE: 10/15/2021 ADDRESS: 26 Clevedon Cir, Bella Vista AR 72715, United States DESCRIPTION: Preparation of tax returns and bookkeeping.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey S Kinard'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 212 S Lincoln Street Ste. A, Lowell, AR 72745RIA
CRD#: 105644
LOWELL, AR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Lowell, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lowell, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Lowell, AR
Past
January 19, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
BENTONVILLE, AR
Past
January 19, 2018 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
BENTONVILLE, AR
Past
December 19, 2017 - January 30, 2018
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BENTONVILLE, AR
Past
December 19, 2017 - January 30, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
BENTONVILLE, AR
Past
August 7, 2017 - December 21, 2017
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
LITTLE ROCK, AR
Past
August 2, 2017 - December 21, 2017
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
LITTLE ROCK, AR
Past
September 30, 2014 - August 3, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
BENTONVILLE, AR
Past
September 30, 2014 - August 3, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
BENTONVILLE, AR
Past
December 7, 2005 - February 5, 2014
ARVEST WEALTH MANAGEMENT
RIA
CRD#: 42057
LOWELL, AR
Past
September 3, 1998 - February 5, 2014
ARVEST WEALTH MANAGEMENT
BD
CRD#: 42057
LOWELL, AR
Past
July 10, 1996 - September 5, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
July 10, 1996 - September 5, 1996
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arkansas(9/5/2025)
IAR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Missouri(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lowell, AR 72745TRUST BUT VERIFY
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