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Current Employers
Independent Wealth Advisors, Llc

167 E. Chatham Street Suite 300, Cary, NC 27511 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-19
  • NC RA
    APPROVED
    Since 2024-03-19

Branch Locations

167 E. Chatham Street Suite 300, Cary, NC 27511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Cary NC 03/2009 Present
Independent Wealth Advisors Cary NC 03/2024 Present
  • 03/2009 → Present
    Lpl Financial Llc
    Cary, NC
  • 03/2024 → Present
    Independent Wealth Advisors
    Cary, NC
Previous Registrations
Other Businesses

(1) 01/06/2011: Kreuter Investments - INV REL - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - NO TIME SPENT (2) 5/9/2017: JMK Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 0 Hours Per Month. (3) 03/28/2024 - Independent Wealth Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 120 Hours Per Month/ During Trading - I provide investment advisory services through Independent Wealth Advisors, an independent investment advisor firm. I started this business activity in 020124. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-22
S63 Uniform Securities Agent State Law Examination 1999-07-15
  • S65 Uniform Investment Adviser Law Examination
    2000-09-22
  • S63 Uniform Securities Agent State Law Examination
    1999-07-15
Other Names
  • Jay Kreuter
  • Jakub Kreuter

View on SEC IAPD

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