Unclaimed Profile

Jarrod Alan Winkcompleck

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 63, Series 66CFP ChFCClean record23 years registeredDURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

1601 SOUTH MO PAC EXPRESSWAY, AUSTIN, TX 78746CRD# 3127068Firm CRD# 107722

Profile Verification

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

Identity

Jarrod Alan Winkcompleck · AUSTIN, TX

Registration

CRD #3127068 · DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

GAP FINANCIAL SERVICES OR GAP FINANCIAL

Nov 2018 – present

KESTRA ADVISORY SERVICES, LLC

Mar 2017 – Dec 2018

Austin, TX

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

Mar 2015 – Feb 2017

AUSTIN, TX

CENTURY MANAGEMENT

Apr 2008 – Mar 2015

AUSTIN, TX

USAA FINANCIAL PLANNING SERVICES

Mar 2003 – Mar 2008

SAN ANTONIO, TX

CHARLES SCHWAB & CO., INC.

Sep 2002 – Feb 2003

FT. WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · September 9, 2002

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

CRD 107722 · SEC 801-60001

AUM

$1.8B

Regulatory assets under management

Employees

355 client accounts

Services offered by DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jarrod Alan Winkcompleck offer?

Jarrod Alan Winkcompleck specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Jarrod Alan Winkcompleck's credentials?

Jarrod Alan Winkcompleck holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jarrod Alan Winkcompleck located?

Jarrod Alan Winkcompleck is based in AUSTIN, Texas, working with DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Jarrod Alan Winkcompleck charge for services?

Jarrod Alan Winkcompleck's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under other management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC?

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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