Jeb Austin Jarrell
CFP®Professional Summary
Jeb Austin Jarrell, CFP® is a registered financial advisor currently at PLENTIFUL WEALTH, LLC located in Louisville, Kentucky. Jeb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeb has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Business Services
Specializations
Biography
Having grown up in eastern Kentucky, I learned the value of hard work early on in life. The value of integrity was emphasized from an early age. I founded Plentiful Wealth to bring an expert, transparent and straightforward approach to wealth management. My mission is to guide my clients to a fulfilling life by aligning their values and their money. ? So what are my core values? Integrity, diligence, and competence. I learned these values...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
PLENTIFUL WEALTH, LLC
Contact Information
Main Address
125 S 6th Street Ste 301, Louisville, KY 40202Phone Number
(606) 775-0246# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
192AUM (Assets Under Management)
$44,674,596Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/16/2021)
(9/6/2023)
(10/20/2023)
(4/12/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeb Austin Jarrell's CRS (Customer Relationship Summary).
Services Offered by Jeb
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Business Services
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