Jeffrey K. Kirkpatrick

DOVETAIL FINANCIAL GROUP LLC

Dacula, GA 30019

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CRD#: 3069597

Professional summary

Jeffrey Kenneth Kirkpatrick, who also goes by Jeffrey K Kirkpatrick, is a registered financial advisor currently at DOVETAIL FINANCIAL GROUP LLC located in Dacula, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 8 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey K Kirkpatrick

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) BYTOR LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4702 Tarry Post Ln, Suwanee, GA 30024 - Start October 2016 - President - 1 hour per month devoted - 0 Hr/Mo during trading hours; Accounting with Quickbooks. (2) Jeffrey K LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4702 Tarry Post Ln, Suwanee, GA 30024 - Start January 2022 - President - 1 hour per month devoted - 0 Hr/Mo during trading hours; Accounting with Quickbooks.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kenneth Kirkpatrick'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

November 24, 2021 - Present

DOVETAIL FINANCIAL GROUP LLC

Office #1: 2098 Teron Trace Suite 800, Dacula, GA 30019

RIA

CRD#: 311298

Dacula, GA

Past

October 17, 2016 - April 26, 2022

HAMILTON INVESTMENT COUNSEL, LLC

RIA

CRD#: 284564

DACULA, GA

Past

October 14, 2016 - October 27, 2021

LPL FINANCIAL LLC

CRD#: 6413

DACULA, GA

Past

June 30, 2016 - November 11, 2016

STONEX ADVISORS INC.

RIA

CRD#: 174182

BIRMINGHAM, AL

Past

October 10, 2008 - June 30, 2016

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

DACULA, GA

Past

September 19, 2008 - November 11, 2016

STONEX SECURITIES INC.

CRD#: 18456

DACULA, GA

Past

November 20, 2003 - September 23, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

DULUTH, GA

Past

October 10, 2003 - September 23, 2008

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DULUTH, GA

Past

August 5, 1998 - October 14, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

DOVETAIL FINANCIAL GROUP LLC

DOVETAIL FINANCIAL GROUP LLC | TRANSITUS WEALTH PARTNERS LLC

CRD#: 311298 / SEC#: 801-119910

RIA

Registered Investment Advisory firm - (12/9/2020 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/1/2023)

IAR

North Carolina
(11/24/2021)

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

IAR

Series 66

Date: 8/25/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/12/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/4/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/17/2009

General Securities Principal Examination

Current Firm

DOVETAIL FINANCIAL GROUP LLC

DOVETAIL FINANCIAL GROUP LLC | TRANSITUS WEALTH PARTNERS LLC

CRD#: 311298 / SEC#: 801-119910

RIA

Registered Investment Advisory firm - (12/9/2020 Approved)

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Contact information

Main Address

210-4 Avondale Ave, Wilmington, NC 28403-7059

Mailing Address

Phone number

(910) 395-1991

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOVETAIL FINANCIAL GROUP LLC ADV PART 2A (5/9/2025)

Regulatory assets under management

Total Number of Accounts	882
AUM (Assets Under Management)	$ 258,530,813

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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Advisor Monitoring

Firm Stability Insights

Jeffrey K. Kirkpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kenneth Kirkpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON INVESTMENT COUNSEL, LLC

LPL FINANCIAL LLC

STONEX ADVISORS INC.

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DOVETAIL FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/1998

SIE

Date: 10/1/2018

Series 31

Date: 8/12/2008

Series 7

Date: 8/4/1998

Series 24

Date: 11/17/2009

Current Firm

DOVETAIL FINANCIAL GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOVETAIL FINANCIAL GROUP LLC

TRUST BUT VERIFY

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