Jeb Jarrell Cfp Cap Cepa jeb.jarrell@ampf.com & | Over the last decade, I've worked with hundreds of clients, from recent college graduates to multimillionaires and nonprofits. I've worked at large firms like Merrill Lynch and Ameriprise, and now I own Plentiful Wealth. Some firms treat clients like a number. I've been there, at one time I was working with 200+ clients, which is entirely too many. I learned a lot from the big firms, specially I was able to define the firm that I wanted to build. I saw a disconnect between investments and financial planning, rather than a seamless integration. At the foundation, all financial planning has tax implications, so tax planning has to be an integral part of the process. Plentiful Wealth was built to provide both investment management and tax planning in an integrated manner that feels effortless to the client. Choosing a better mutual fund is nearly impossible, but tax savings through integrating more tax-efficient retirement withdrawal strategies are very possible. Our level of planning is deeper than the typical approaches, which means we spend more time analyzing each client's situation. Due to this, we have capped the number of clients we accept. It's important that we have the bandwidth to effectively serve our clients without overextending. We don't work with everyone either. We only work with clients when we believe that we can provide real value. Our typical clients are retirees who have saved well and are concerned about taxes in retirement. Many of our clients have worked with other advisors in the past, before deciding to find an advisor with a strong tax background, who focuses on tax planning as a part of the retirement planning process.

Jeb Jarrell Cfp Cap Cepa

Over the last decade, I've worked with hundreds of clients, from recent college graduates to multimillionaires and nonprofits....

989 Vine Street, Louisville, United States

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Jeb Jarrell Cfp Cap Cepa’s Emails [email protected]

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Jeb Jarrell Cfp Cap Cepa’s Location 989 Vine Street, Louisville, United States

Jeb Jarrell Cfp Cap Cepa’s Expertise Over the last decade, I've worked with hundreds of clients, from recent college graduates to multimillionaires and nonprofits. I've worked at large firms like Merrill Lynch and Ameriprise, and now I own Plentiful Wealth. Some firms treat clients like a number. I've been there, at one time I was working with 200+ clients, which is entirely too many. I learned a lot from the big firms, specially I was able to define the firm that I wanted to build. I saw a disconnect between investments and financial planning, rather than a seamless integration. At the foundation, all financial planning has tax implications, so tax planning has to be an integral part of the process. Plentiful Wealth was built to provide both investment management and tax planning in an integrated manner that feels effortless to the client. Choosing a better mutual fund is nearly impossible, but tax savings through integrating more tax-efficient retirement withdrawal strategies are very possible. Our level of planning is deeper than the typical approaches, which means we spend more time analyzing each client's situation. Due to this, we have capped the number of clients we accept. It's important that we have the bandwidth to effectively serve our clients without overextending. We don't work with everyone either. We only work with clients when we believe that we can provide real value. Our typical clients are retirees who have saved well and are concerned about taxes in retirement. Many of our clients have worked with other advisors in the past, before deciding to find an advisor with a strong tax background, who focuses on tax planning as a part of the retirement planning process.

Jeb Jarrell Cfp Cap Cepa’s Current Industry Render Capital

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Work Experience

Render Capital

Director of Render Angel Network

Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Plentiful Wealth

Financial Planner & Principal

Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Ameriprise Financial Services

Financial Advisor

Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Wilkerson Financial

Director of Financial Planning Services

Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Merrill Lynch

Financial Advisor

Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Legacy Consulting

Financial Planning Intern

Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Spectrum Financial Alliance

Equity Analyst Intern

Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Us Army

S2 NCOIC

Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Marathon Petroleum

Summer Help

Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

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FAQ About Jeb Jarrell Cfp Cap Cepa

Jeb Jarrell Cfp Cap Cepa is located at
989 Vine Street, Louisville, United States

Jeb Jarrell Cfp Cap Cepa is a
Over the last decade, I've worked with hundreds of clients, from recent college graduates to multimillionaires and nonprofits. I've worked at large firms like Merrill Lynch and Ameriprise, and now I own Plentiful Wealth. Some firms treat clients like a number. I've been there, at one time I was working with 200+ clients, which is entirely too many. I learned a lot from the big firms, specially I was able to define the firm that I wanted to build. I saw a disconnect between investments and financial planning, rather than a seamless integration. At the foundation, all financial planning has tax implications, so tax planning has to be an integral part of the process. Plentiful Wealth was built to provide both investment management and tax planning in an integrated manner that feels effortless to the client. Choosing a better mutual fund is nearly impossible, but tax savings through integrating more tax-efficient retirement withdrawal strategies are very possible. Our level of planning is deeper than the typical approaches, which means we spend more time analyzing each client's situation. Due to this, we have capped the number of clients we accept. It's important that we have the bandwidth to effectively serve our clients without overextending. We don't work with everyone either. We only work with clients when we believe that we can provide real value. Our typical clients are retirees who have saved well and are concerned about taxes in retirement. Many of our clients have worked with other advisors in the past, before deciding to find an advisor with a strong tax background, who focuses on tax planning as a part of the retirement planning process. Render Capital

Jeb Jarrell Cfp Cap Cepa currently works in the
Render Capital

Jeb Jarrell Cfp Cap Cepa specializes in
Over the last decade, I've worked with hundreds of clients, from recent college graduates to multimillionaires and nonprofits. I've worked at large firms like Merrill Lynch and Ameriprise, and now I own Plentiful Wealth. Some firms treat clients like a number. I've been there, at one time I was working with 200+ clients, which is entirely too many. I learned a lot from the big firms, specially I was able to define the firm that I wanted to build. I saw a disconnect between investments and financial planning, rather than a seamless integration. At the foundation, all financial planning has tax implications, so tax planning has to be an integral part of the process. Plentiful Wealth was built to provide both investment management and tax planning in an integrated manner that feels effortless to the client. Choosing a better mutual fund is nearly impossible, but tax savings through integrating more tax-efficient retirement withdrawal strategies are very possible. Our level of planning is deeper than the typical approaches, which means we spend more time analyzing each client's situation. Due to this, we have capped the number of clients we accept. It's important that we have the bandwidth to effectively serve our clients without overextending. We don't work with everyone either. We only work with clients when we believe that we can provide real value. Our typical clients are retirees who have saved well and are concerned about taxes in retirement. Many of our clients have worked with other advisors in the past, before deciding to find an advisor with a strong tax background, who focuses on tax planning as a part of the retirement planning process.

Jeb Jarrell Cfp Cap Cepa speaks the following languages:
No languages available.

Jeb Jarrell Cfp Cap Cepa has prior experience in the following industries:
Render Capital , Ameriprise Financial Services , Wilkerson Financial , Merrill Lynch , Legacy Consulting , Spectrum Financial Alliance , Us Army , Marathon Petroleum

Jeb Jarrell Cfp Cap Cepa has the following professional experience:
Render Capital , Plentiful Wealth , Ameriprise Financial Services , Wilkerson Financial , Merrill Lynch , Legacy Consulting , Spectrum Financial Alliance , Us Army , Marathon Petroleum .