Jessica M. Humble

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Columbia, MO 65201

Some features on this profile are disabled

CRD#: 3074442

Professional summary

Jessica Marguerite Humble, CFP®, who also goes by Jessica Marguerite Killgore, is a registered financial advisor currently at EAGLE BLUFFS WEALTH MANAGEMENT LLC located in Columbia, Missouri.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jessica has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Marguerite Killgore

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marguerite Humble'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 25, 2020 - Present

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Office #1: 2201 Old 63 South, Columbia, MO 65201

RIA

CRD#: 306311

Columbia, MO

Past

January 3, 2000 - May 14, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

COLUMBIA, MO

Past

October 19, 1999 - May 14, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

COLUMBIA, MO

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".

EAGLE BLUFFS WEALTH MANAGEMENT LLC

CRD#: 306311 / SEC#: 801-120565

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2021 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

Missouri
(8/25/2020)

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 65

Date: 12/7/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/1999

General Securities Representative Examination

Current Firm

EAGLE BLUFFS WEALTH MANAGEMENT LLC

CRD#: 306311 / SEC#: 801-120565

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2201 Old 63 South, Columbia, MO 65201

Mailing Address

Phone number

(573) 507-9084

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE BLUFFS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2/28/2025)

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 230,894,800

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.

Similar Advisors

Miladin Lacarak

CHIMERA SECURITIES, LLC

NEW YORK, NY

Jacob Kersey

CHOREO, LLC

IAR

Mishawaka, IN

Nicholas Rygiel

PROTOCOL WEALTH, LLC

IAR

Havertown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jessica M. Humble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marguerite Humble's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE BLUFFS WEALTH MANAGEMENT LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

EAGLE BLUFFS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2005

Series 63

Date: 11/5/1999

Series 7

Date: 10/18/1999

Current Firm

EAGLE BLUFFS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE BLUFFS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors