JV
Jared M. Van Slyke
KEB WEALTH ADVISORS
Springfield, IL 62704
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CRD#: 7146690
JV
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.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Van Slyke'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®
NoneExperience
Current
June 20, 2024 - Present
KEB WEALTH ADVISORS
Office #1: 3200 Robbins Road Suite 200a, Springfield, IL 62704RIA
CRD#: 117935
Springfield, IL
Past
September 27, 2023 - March 25, 2024
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
St. Louis, MO
Past
March 23, 2021 - February 7, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
CREVE COEUR, MO
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 - (4/7/2004 Approved)Illinois
Registered Investment Advisory firm - (5/4/2004 Terminated)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
Missouri(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
KW
KEB WEALTH ADVISORS
KEB ASSET MANAGEMENT, LLC | KEB WEALTH ADVISORS
CRD#: 117935 / SEC#: 801-62965
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Illinois
Registered Investment Advisory firm - (5/4/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Robbins Road Suite 200a, Springfield, IL 62704
Mailing Address
Phone number
(217) 789-0960
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,168 |
| AUM (Assets Under Management) | $ 1,058,282,823 |
Red Flags
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