Jeffrey S. Dabbs

KERCHEVILLE ADVISORS LLC

San Antonio, TX 78249

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CRD#: 2783445

Professional summary

Jeffrey Stephen Dabbs is a registered financial advisor currently at KERCHEVILLE ADVISORS LLC located in San Antonio, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 3 firms and has passed the Series 63 and Series 7 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.

TEACHES AT UNIVERSITY OF PHOENIX 4 HOURS/WEEK ; DUTIES: PROFESSOR ; NOT DURING BUSINESS HOURS, IS DONE AT NIGHT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stephen Dabbs's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 3, 2014 - Present

KERCHEVILLE ADVISORS LLC

Office #1: 15750 Ih-10 West, San Antonio, TX 78249

RIA

CRD#: 169471

San Antonio, TX

Past

January 27, 2014 - March 6, 2014

OLD MILL CAPITAL, LLC

RIA

CRD#: 146400

SAN ANTONIO, TX

Past

July 9, 2008 - December 31, 2009

OLD MILL CAPITAL, LLC

RIA

CRD#: 146400

SAN ANTONIO, TX

Past

July 8, 2008 - December 31, 2013

OLD MILL CAPITAL, LLC

RIA

CRD#: 146400

SAN ANTONIO, TX

Past

September 13, 1996 - April 1, 2008

KERCHEVILLE & COMPANY, INC.

CRD#: 15871

SAN ANTONIO, TX

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".

KERCHEVILLE ADVISORS LLC

KERCHEVILLE ADVISORS LLC | KERCHEVILLE INVESTMENT ADIVISORS | KERCHEVILLE ADVISORS, LLC

CRD#: 169471 / SEC#: 801-92169

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Texas

Registered Investment Advisory firm - (4/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(2/3/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/26/1996

General Securities Representative Examination

Current Firm

KERCHEVILLE ADVISORS LLC

KERCHEVILLE ADVISORS LLC | KERCHEVILLE INVESTMENT ADIVISORS | KERCHEVILLE ADVISORS, LLC

CRD#: 169471 / SEC#: 801-92169

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Texas

Registered Investment Advisory firm - (4/20/2015 Terminated)

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Contact information

Main Address

15750 Ih-10 West, San Antonio, TX 78249

Mailing Address

Phone number

(210) 694-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KERCHEVILLE ADVISORS LLC ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts	696
AUM (Assets Under Management)	$ 465,734,390

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.

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Jeffrey S. Dabbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stephen Dabbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

KERCHEVILLE ADVISORS LLC

OLD MILL CAPITAL, LLC

OLD MILL CAPITAL, LLC

OLD MILL CAPITAL, LLC

KERCHEVILLE & COMPANY, INC.

Primary Firm SEC Registration

KERCHEVILLE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/16/1996

Series 7

Date: 8/26/1996

Current Firm

KERCHEVILLE ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KERCHEVILLE ADVISORS LLC

TRUST BUT VERIFY

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