JJ
CFP
JJ
CFP

Jeb Jarrell

9 Years of Experience
Louisville, KY
1 Disclosure

Jeb Jarrell is a CFP-designated registered investment advisor at Plentiful Wealth, LLC, based in Louisville, KY, with 9 years of industry experience. Jeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 104 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
104 clients
Average Client Portfolio
$386K average
Assets Under Management
$40.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.65%
$1M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

125 S 6th Street, Ste 301, Louisville, KY, 40202

Get directions

History

Regulatory History (1)
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Regulatory
May 2025
Final
Other Business Activities

Jeb hosts a podcast about Kentucky history and culture, dedicating minimal time. He also owns The Prepping Warehouse, LLC, a retail store for outdoor goods, and serves as Treasurer and Board Member for St. John Center, a non-profit for the homeless, spending a few hours per week on each activity.

Employment History
Current Registrations
Plentiful Wealth, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC.
July 2018 - March 2021 · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
July 2018 - March 2021 · 2 yrs 8 mos
Commonwealth Financial Network
June 2017 - June 2018 · 1 yr
Commonwealth Financial NetworkBroker
June 2017 - June 2018 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - March 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - March 2017 · 1 yr 4 mos
State Registrations4 states
KYLATXWV
Advisor

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.

Exams
No exam information available for this advisor.