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JV

Jared Michael Van Slyke

KEB WEALTH ADVISORS

SPRINGFIELD, IL

·CRD# 7146690·6 years experience

Professional Summary

Jared Michael Van Slyke is a registered financial advisor currently at KEB WEALTH ADVISORS located in Springfield, Illinois. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jared has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6TO exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

KEB WEALTH ADVISORS·CRD# 117935

RIA

3200 Robbins Road Suite 200a, Springfield, IL 62704

June 20, 2024 - Present

PROSPERITY CAPITAL ADVISORS·CRD# 156480

RIA

St. Louis, MO

September 27, 2023 - March 25, 2024

NYLIFE SECURITIES LLC·CRD# 5167

BD

Creve Coeur, MO

March 23, 2021 - February 7, 2023

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Current Firm

KW

KEB WEALTH ADVISORS

KEB ASSET MANAGEMENT, LLC | KEB WEALTH ADVISORS

CRD#: 117935 / SEC#: 801-62965

RIA

Registered Investment Advisory firm - SEC (4/7/2004 Approved)

Illinois

Registered Investment Advisory firm - Illinois (5/4/2004 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).

Contact Information

Main Address

3200 Robbins Road Suite 200a, Springfield, IL 62704

Phone Number

(217) 789-0960

# of Employees

17

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEB FORM ADV PART 2A (1/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,381

AUM (Assets Under Management)

$1,274,488,757

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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) Mr. Van Slyke is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Van Slyke spends approx. 10 hrs/week during trading hours on this activity. 2) Jared Van Slyke works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Van Slyke conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Van Slyke spends approximately 5 hours per month on this activity during non-trading hours.

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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".

KW

KEB WEALTH ADVISORS

KEB ASSET MANAGEMENT, LLC | KEB WEALTH ADVISORS

CRD#: 117935 / SEC#: 801-62965

RIA

Registered Investment Advisory firm - SEC (4/7/2004 Approved)

Illinois

Registered Investment Advisory firm - Illinois (5/4/2004 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.

IAR

Missouri
(6/20/2024)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2022About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2020About the Series 6TO exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Van Slyke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JV

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