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Our financial advice team


Jeb Jarrell Ameriprise Financial Advisor

Jeb Jarrell

CFP®, CAP®, CRPC®, APMA®

Financial Advisor

Encore Wealth Management Group
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance

Community participation

I am thrilled to be involved with these historic preservation associations.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CAP® Chartered Advisor in Philanthropy®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • M.S. Taxation (currently enrolled), Golden Gate University
  • B.A. Economics, University of Kentucky, Lexington, KY