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Jack Putnam Faerber

Jack P. Faerber

KAVAR CAPITAL PARTNERS
Leawood, KS 66211
Some features on this profile are disabled
CRD#: 6989080
Jack Putnam Faerber

Professional summary

Jack Putnam Faerber, CFP® is a registered financial advisor currently at KAVAR CAPITAL PARTNERS located in Leawood, Kansas.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jack has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Putnam Faerber'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: 2020

Experience

Current

April 19, 2023 - Present

KAVAR CAPITAL PARTNERS

Office #1: 11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211
RIA
CRD#: 311744
Leawood, KS
Past

November 7, 2018 - April 17, 2023

CREATIVE PLANNING

RIA
CRD#: 105348
OVERLAND PARK, KS

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".
KC
KAVAR CAPITAL PARTNERS
KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA
Registered Investment Advisory firm - (1/4/2021 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
Kansas
(4/19/2023)
IAR
Missouri
(4/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2018
Uniform Investment Adviser Law Examination

Current Firm

KC
KAVAR CAPITAL PARTNERS
KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211
Mailing Address
Phone number
(913) 428-3300
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KAVAR CAPITAL PARTNERS GROUP, LLC (11/14/2025)

Regulatory assets under management

Total Number of Accounts1,512
AUM (Assets Under Management)$ 1,342,172,525

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.

Company Information

KAVAR CAPITAL PARTNERS

CRD#: 311744Leawood, KS 66211

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