Jeffrey
Kirkpatrick
Transitus Wealth Partners LLC
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About this Advisor
Jeffrey Kirkpatrick is a financial advisor based in Dacula, Georgia, working with Transitus Wealth Partners LLC. Jeffrey has previously held positions at Sterne Agee Financial Services, Inc, Lpl Financial LLC, Hamilton Investment Counsel, LLC, Transitus Wealth Partners, and Sterne Agee Investment Advisor Services, Inc. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Georgia and North Carolina. Currently, Jeffrey is part of Transitus Wealth Partners LLC, which operates out of Dacula, Georgia. The firm has 1 office and 6 employees. The firm manages assets totaling $227.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Transitus Wealth Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transitus Wealth Partners LLC Brokerage Details
$227,897,299
6
811
$281,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Kirkpatrick Work History
Transitus Wealth Partners
Lpl Financial LLC
Hamilton Investment Counsel, LLC
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Disclosures
Please visit the SEC profile of Jeffrey Kirkpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transitus Wealth Partners LLC
Wilmington, NC
Dacula, GA
Wilmington, NC
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