Jarrod
Jansen
Arbor Point Advisors
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About this Advisor
Jarrod Jansen is a certified financial planner working out of Wichita, Kansas who has 1 year of relevant experience. Jansen is currently employed by Arbor Point Advisors. Their career trajectory has included roles at Securities America, Inc, Heritage Private Wealth Management, LLC, Ranson Financial Group, LLC, Wichita State University, Employers Mutual Casualty Company, Catholic Family Federal Credit Union, Hutchinson Community College, Independence Community College, Wichita Drainage & Grading and Andale High School. Jansen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Arbor Point Advisors is a registered investment business headquartered in La Vista, NE. The investment advisory business has offices in 138 locations and a total of 1,844 employees. It manages $6 billion in total assets between its 30,789 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 30,789 accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. Arbor Point Advisors performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Arbor Point Advisors likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jarrod Jansen Work History
Jarrod has been registered as a financial advisor for 1 years.*
Securities America, Inc
Heritage Private Wealth Management, LLC
Ranson Financial Group, LLC
Employers Mutual Casualty Company
Wichita State University
Hutchinson Community College
Catholic Family Federal Credit Union
Independence Community College
Wichita Drainage & Grading
Andale High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarrod Jansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
