Jason
Kemble
Wr Wealth Planners LLC
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About this Advisor
Jason Kemble is a financial advisor who works out of Columbia, Missouri with a total of 2 years of industry experience. Kemble currently works for Wr Wealth Planners LLC. Their career trajectory has included roles at Wr Wealth Planners, Barnes Insurance Group/Senior Benefit Services, Raiser, Inc, Concorde Investment Services and Concorde Asset Management, LLC. Kemble holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Wr Wealth Planners LLC is a financial advisory company operating out of Columbia, MO. It has offices in two locations and a total of 17 advisors. It manages $354 million in assets across its 2,356 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 2,356 accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Wr Wealth Planners LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wr Wealth Planners LLC Brokerage Details
$353,963,748
17
2,356
$150,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jason Kemble Work History
Jason has been registered as a financial advisor for 2 years.*
Wr Wealth Planners
Barnes Insurance Group/Senior Benefit Services
Concorde Asset Management, LLC
Concorde Investment Services
Raiser, Inc
*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 Jason Kemble 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 Wr Wealth Planners LLC
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
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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