Jeffrey S Kinard

Current Employers

Employment History

• 09/2014 → 08/2017
  Wfg Investments, Inc.
  Little Rock, AR
• 09/2014 → 08/2017
  Wfg Advisors, Lp
  Little Rock, AR
• 09/2014 → 12/2017
  Gadberry Financial Group
  Little Rock, AR
• 01/2014 → 12/2017
  Jeffrey S. Kinard, Cpa
  Bentonville, AR
• 08/2017 → 12/2017
  National Asset Management
  Little Rock, AR
• 08/2017 → 12/2017
  National Securities Corporation
  Little Rock, AR
• 12/2017 → 01/2018
  Royal Alliance
  Bentonville, AR
• 12/2017 → 11/2021
  Przybysz & Associates - Cpa's
  Bentonville, AR
• 01/2018 → 09/2025
  Avantax Investment Services, Inc.
  Lowell, AR
• 01/2018 → 10/2019
  1St Global Advisors, Inc
  Bentonville, AR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Bentonville, AR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Bentonville, AR
• 01/2022 → Present
  Jeffrey S. Kinard, Cpa
  Lowell, AR
• 01/2022 → 11/2023
  Bbdp, Pllc
  Bentonville, AR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lowell, AR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Lowell, AR
• 2018-01-19 → 2019-10-25
  1St Global Advisors Inc
  Bentonville, AR
• 2017-12-19 → 2018-01-30
  Osaic Wealth, Inc.
  Bentonville, AR
  Scottsdale, AZ
  Bentonville, AR
• 2017-08-07 → 2017-12-21
  B. Riley Wealth Advisors, Inc.
  Little Rock, AR
• 2014-09-30 → 2017-08-03
  Wfg Advisors, Lp
  Little Rock, AR
  Bentonville, AR
  Bentonville, AR
• 2005-12-07 → 2014-02-05
  Arvest Wealth Management
  Lowell, AR
  Rogers, AR
  Lowell, AR
  Lowell, AR

Other Businesses

1) JEFFREY S. KINARD, CPA POSITION: Owner NATURE: Provide wealth advisory services via Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2022 ADDRESS: 212 S. Lincoln Street, Lowell AR 72745, United States DESCRIPTION: Retail brokerage services via Avantax investment Services and investment advisory services via Avantax Advisory Services 2)SRA 831(B) ADMIN POSITION: Serve as FP for some of their accounts NATURE: Act as third party financial advisory on the assets within the 831(b) plans. I would use our in house (Avantax) managed portfolios. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2022 ADDRESS: 1225 N. Main Street, Meridian IN 83642, United States DESCRIPTION: SRA 831(b) admins 831(b) plans. The assets of each plan are either allocated to a bank or allowed to be invested by an outside financial advisor. My role would be to take the allowed percentage of investable assets and investment them in our Avantax models. 3) DBA NAME CHANGE - ENGAGED MINISTRIES CHURCH POSITION: Pastor NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2010 ADDRESS: 212 S. Lincoln Street, Lowell AR 72745, United States DESCRIPTION: Pastor 4) JSKW ADVISORY, LLC POSITION: Owner - CPA NATURE: Tax and CPA activity. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 65 START DATE: 10/15/2021 ADDRESS: 26 Clevedon Cir, Bella Vista AR 72715, United States DESCRIPTION: Preparation of tax returns and bookkeeping.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-06
• S63 Uniform Securities Agent State Law Examination
  1996-07-09