Jeb Jarrell
CFP®, MS-AFP, CAP®, CRPC®, APMA®
Plentiful Wealth, LLC
Principal
Jeb Jarrell
CFP®, MS-AFP, CAP®, CRPC®, APMA®
Plentiful Wealth, LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeb Jarrell, CFP®, MS-AFP, CAP®, CRPC®, APMA®
Fee-Only financial planner with offices in Ashland, KY and Louisville, Ky, serving clients locally and virtually.
Jeb Jarrell is a fee-only financial planner with offices in Louisville and Ashland, Kentucky. Plentiful Wealth, LLC provides comprehensive and objective financial planning and portfolio management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeb Jarrell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeb Jarrell is a fee-only financial advisor at Plentiful Wealth, in Ashland and Louisville, KY.
Having grown up in eastern Kentucky, I learned the value of hard work early on in life. The value of integrity was emphasized from an early age. I founded Plentiful Wealth to bring an expert, transparent and straightforward approach to wealth management. My mission is to guide my clients to a fulfilling life by aligning their values and their money.
So what are my core values? Integrity, diligence, and competence. I learned these values from my father and I intend to pass them on to my son. I believe a handshake is a promise, few things are more important than attention to detail, and professional competence is non-negotiable.
Plentiful Wealth is different, focused on helping clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. At Plentiful Wealth, I help clients use their wealth to make the world a better place.
I work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning. I also offer guidance on charitable gifting and socially responsible investments. Your money should reflect your values, including your investments.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jeb Jarrell is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Jeb Jarrell is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Jeb Jarrell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jeb Jarrell Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
-
Jeb Jarrell is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Jeb Jarrell is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Contact Jeb Jarrell
Office Locations:
-
1627 Greenup Ave Ste 217
Ashland, KY 41102 -
900 E Main St
Louisville, KY 40206
