Unclaimed Profile

Jeffrey Louis Ladd

ASCENT INVESTMENT PARTNERS, LLC·OVERLAND PARK, Kansas

Series 7, Series 63Clean record19 years registeredASCENT INVESTMENT PARTNERS, LLC

5700 W 112TH ST, OVERLAND PARK, KS 66211CRD# 3140450Firm CRD# 152533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Louis Ladd · OVERLAND PARK, KS

Registration

CRD #3140450 · ASCENT INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASCENT INVESTMENT PARTNERS, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Jul 2018 – Jun 2019

St Louis, MO

MARINER WEALTH ADVISORS, LLC

Oct 2016 – Aug 2017

ST. LOUIS, MO

ASCENT INVESTMENT PARTNERS, LLC

Feb 2010 – Aug 2017

ST. LOUIS, MO

WELLS FARGO ADVISORS, LLC

Nov 2009 – Jan 2010

ST. LOUIS, MO

GALLATIN ASSET MANAGEMENT, INC.

Dec 2006 – Mar 2009

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 7, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENT INVESTMENT PARTNERS, LLC

CRD 152533 · SEC 801-70933

AUM

$1.1B

Regulatory assets under management

Employees

1,488 client accounts

Services offered by ASCENT INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASCENT INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Louis Ladd offer?

Jeffrey Louis Ladd specializes in Investment Management, Wealth Management.

What are Jeffrey Louis Ladd's credentials?

Jeffrey Louis Ladd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Louis Ladd located?

Jeffrey Louis Ladd is based in OVERLAND PARK, Kansas, last registered with ASCENT INVESTMENT PARTNERS, LLC.

How does Jeffrey Louis Ladd charge for services?

Jeffrey Louis Ladd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENT INVESTMENT PARTNERS, LLC?

ASCENT INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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