Jeffrey Kinard is a registered investment advisor at Cetera Investment Advisers LLC, based in Lowell, AR, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
212 S Lincoln Street, Ste. A, Lowell, AR, 72745
Get directionsHistory
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 Activities
Jeffrey provides wealth advisory services through Avantax, serves as a financial advisor for SRA 831(b) plans, is a pastor, and owns JSKW Advisory, LLC for tax and CPA activity. His tax and CPA work takes nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.