JK

Jerry Lee Kirkpatrick

CETERA PLANNING PARTNERS
CENTERVILLE, IA
·CRD# 2785743·30 years registered

Professional Summary

Jerry Lee Kirkpatrick is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Centerville, Iowa and CETERA WEALTH SERVICES, LLC located in Centerville, Iowa. Jerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jerry has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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