Jeb A. Jarrell
PLENTIFUL WEALTH
LOUISVILLE, KY 40202
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CRD#: 6362574
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.
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 from my father and I intend to pass them on to my son. I believe a handshake is a promise, few things are more important than attention to detail, and professional competence is non-negotiable.
Question & Answer
What are your service offerings?
Estate Planning
Business Succession Planning
Comprehensive Financial Planni...
Retirement Planning
Socially Responsible Investing
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Baby Boomers
Business Owners
Charitable Giving
Entrepreneurs
Estate & Generational Planning...
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
None
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. Podcast; Two Glasses of Bourbon is a podcast which focuses on conversations dealing with Kentucky history and culture.; Founder / Host; Louisville, KY 40204; Not Investment Related; Aug 2020; 1-9 hours per month; 0 during trading hours. // 2. St. John Center; not investment related; Louisville, KY; Non-profit providing housing related services to the homeless; Treasurer and Board Member; 07/1/2024; 10 hrs/month, non during security trading hours; Provide oversight of the nonprofit's finances along with strategic guidance for the organization. //
CRS (Client Relationship Summary) - RIA
Click below to view Jeb Austin Jarrell's 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®
Start date: 2017
Experience
Current
March 16, 2021 - Present
PLENTIFUL WEALTH, LLC
Office #1: 125 S 6th Street Ste 301, Louisville, KY 40202Office #3: 125 S 6th Street Suite 301, Louisville, KY 40202RIA
CRD#: 312250
LOUISVILLE, KY
Past
July 17, 2018 - March 12, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LOUISVILLE, KY
Past
July 17, 2018 - March 12, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LOUISVILLE, KY
Past
June 9, 2017 - June 1, 2018
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
FRANKFORT, KY
Past
June 1, 2017 - June 1, 2018
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
FRANKFORT, KY
Past
November 24, 2015 - March 2, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HOT SPRINGS, AR
Past
November 20, 2015 - March 2, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOT SPRINGS, AR
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
Kentucky(3/16/2021)
IAR
Louisiana(9/6/2023)
IAR
Texas(10/20/2023)
IAR
West Virginia(4/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PLENTIFUL WEALTH, LLC
PLENTIFUL WEALTH, LLC
CRD#: 312250 / SEC#:
Kentucky
Registered Investment Advisory firm - (3/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (9/6/2023 Approved)Texas
Registered Investment Advisory firm - (10/19/2023 Conditional Restricted)West Virginia
Registered Investment Advisory firm - (4/12/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 S 6th Street Ste 301, Louisville, KY 40202
Mailing Address
Phone number
(606) 775-0246
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 194 |
| AUM (Assets Under Management) | $ 40,103,725 |
Red Flags
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Company Information
PLENTIFUL WEALTH, LLC
CRD#: 312250Louisville, KY 40202TRUST BUT VERIFY
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