Jeb Kirkpatrick is a registered investment advisor, based in Oklahoma City, OK, with 35 years of industry experience.
Location
Oklahoma City, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeb has been involved in insurance sales since 1992, dedicating minimal time to it, primarily in November and December. He also works full-time as a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC since 2022.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Management, LLC
Arete Wealth Advisors, LLC
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Ridgeway & Conger, INC.Broker
Cullum & Burks Securities, INC.Broker
Sws Financial ServicesBroker
Patterson Icenogle, INC.Broker
New England SecuritiesBroker
G. R. Phelps & CO., INC.Broker
MML Investors Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.