JW
JW

Jaxson Nolen Wentworth

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,047 clients
Average Client Portfolio
$282K average
Assets Under Management
$859.6M

Fee Structure

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Location

4801 West 110th Street, Suite 200, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jaxson is an agent for Tax Favored Benefits, Inc. and TFB Advisors, LLC, providing investment services since June 2024. Jaxson dedicates nearly full-time hours to these activities.

Employment History
Current Registrations
Tfb Advisors, LLC
November 2024 - Present · 1 yr 3 mos
Ameritas Investment Company, LLCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2024 - November 2024 · 0 mos
State Registrations6 states
COFLIAKSMDMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jaxson Nolen Wentworth - Financial Advisor | TrueAdvisor