Jill M. Naponic

KDK PRIVATE WEALTH MANAGEMENT

Houston, TX 77057

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CRD#: 6057542

Professional summary

Jill Marie Naponic, who also goes by Jill Marie Mcfarland, is a registered financial advisor currently at KDK PRIVATE WEALTH MANAGEMENT located in Houston, Texas.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jill has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill Marie Mcfarland

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 Jill Marie Naponic'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

March 20, 2025 - Present

KDK PRIVATE WEALTH MANAGEMENT

Office #1: 1616 South Voss Suite 800, Houston, TX 77057

RIA

CRD#: 299583

Houston, TX

Past

April 21, 2020 - May 4, 2020

CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131

NEW YORK, NY

Past

August 8, 2016 - December 13, 2019

EQUUS FINANCIAL CONSULTING LLC

CRD#: 131449

Austin, TX

Past

April 11, 2014 - November 12, 2015

RIVERROCK SECURITIES, LLC

CRD#: 153178

HOUSTON, TX

Past

May 23, 2012 - June 20, 2013

NEXBANK SECURITIES INC

CRD#: 133267

DALLAS, 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".

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 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
(3/20/2025)

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: 3/20/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2012

General Securities Representative Examination

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 Terminated)

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Contact information

Main Address

1616 South Voss Suite 800, Houston, TX 77057

Mailing Address

Phone number

(713) 391-8044

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KDK PRIVATE WEALTH MANAGEMENT, LLC (10/31/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 478,826,455

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

Jill M. Naponic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Marie Naponic's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLE HILL CAPITAL PARTNERS, INC.

EQUUS FINANCIAL CONSULTING LLC

RIVERROCK SECURITIES, LLC

NEXBANK SECURITIES INC

Primary Firm SEC Registration

KDK PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2025

Series 63

Date: 6/13/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2012

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KDK PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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