Jared Vitztum

ADAMSBROWN WEALTH CONSULTANTS LLC

Wichita, KS 67202

Some features on this profile are disabled

CRD#: 7271683

Professional summary

Jared Vitztum is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Wichita, Kansas and PRIVATE CLIENT SERVICES, LLC located in Overland Park, Kansas.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jared has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. ADAMS BROWN WEALTH CONSULTANTS, LLC. 2006 BROADWAY AVE, STE 2A, GREAT BEND, KS 67530. RIA. 06/2022. 160 HRS/MO; 8 DURING TRADING HRS 2. PRIVATE CLIENT SERVICES, LLC. 2225 LEXINGTON ROAD, LOUISVILLE, KY 40206-2818. BROKER-DEALER. 09/2021. 20 HRS/ MO; 5 HRS/ TRADING HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Vitztum'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®

None

Experience

Current

June 1, 2022 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 358 N Main Street Suite 100, Wichita, KS 67202

RIA

CRD#: 308410

Wichita, KS

Current

September 21, 2021 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 6450 Sprint Pkwy Ste 110, Overland Park, KS 66211

RIA

CRD#: 120222

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".

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Kansas
(6/1/2022)

IAR

Kansas
(6/1/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/5/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

358 N Main Street Suite 100, Wichita, KS 67202

Mailing Address

Phone number

(316) 683-2067

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (10/2/2025)

Regulatory assets under management

Total Number of Accounts	3,991
AUM (Assets Under Management)	$ 880,935,144

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.

Similar Advisors

Richard Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Wichita, KS

Marc Vincent

REDSTONE ADVISORS INC

IAR

WICHITA, KS

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared Vitztum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Vitztum's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAMSBROWN WEALTH CONSULTANTS LLC

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

ADAMSBROWN WEALTH CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2021

Series 7TO

Date: 9/21/2021

SIE

Date: 8/5/2021

FINRA

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

TRUST BUT VERIFY

Similar Advisors