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JL

Jeffrey D. Ledbetter

REMNANT WEALTH
CARMEL, IN
Some features on this profile are disabled
CRD#: 7946566
JL

Professional summary

Jeffrey David Ledbetter, who also goes by David Ledbetter, is a registered financial advisor currently at REMNANT WEALTH located in Carmel, Indiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffrey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Ledbetter

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 Jeffrey David Ledbetter'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®
None

Experience

Current

December 5, 2025 - Present

REMNANT WEALTH

RIA
CRD#: 339551
CARMEL, IN
Past

September 18, 2024 - October 17, 2025

CAPITAL CLIENT GROUP, INC.

RIA
CRD#: 6247
CARMEL, IN
Past

August 23, 2024 - October 17, 2025

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
CARMEL, IN

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
Indiana
(12/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/15/2024
Securities Industry Essentials Examination

Current Firm

RW
REMNANT WEALTH
REMNANT WEALTH | REMNANT WEALTH LLC

CRD#: 339551 / SEC#:

Indiana
Registered Investment Advisory firm - (12/5/2025 Approved)
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Contact information

Main Address
Carmel, IN
Mailing Address
Phone number
(317) 694-6726
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

REMNANT WEALTH

CRD#: 339551Carmel, IN

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