Jeffrey L Wetta

Current Employers

Employment History

• 04/2012 → 09/2017
  Lpl Financial Llc
  Wichita, KS
• 05/2012 → 12/2022
  V Wealth Management, Llc Dba Wetta & Jones, Llc
  Wichita, KS
• 10/2010 → Present
  Gentry Private Wealth, Llc
  Wichita, KS

Previous Registrations

• 2012-05-01 → 2022-12-21
  V Wealth Advisors Llc
  Overland Park, KS
  Wichita, KS
• 2003-09-26 → 2012-05-03
  Equitable Advisors, Llc
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS

Other Businesses

1. Planned Giving Advisory Council Catholic Diocese of Wichita; investment related: No; Location of the business: 424 N. Broadway Wichita, KS 67202; Description of the business: Advisory Council to help give advice/idea to Diocese Parishes, CPA, Attorneys to give to the Catholic Diocese in a tax efficient manor and to maximize their gift.; Position Title: Advisory Council member; Responsibilities Duties: Advisory Council to help give advice/idea to Diocese Parishes, CPAs, Attorneys to give to the Catholic Diocese in a tax efficient manor and to maximize their gift.; Start date with business: 2021-01-18; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 2. Wichita Catholic Diocese; investment related, no; 424 N. Boradway St. Wichita KS 67202; Non-profit school education fund; Board Member; Start date May 2023; 60hrs annually; Review of policy and procedures and amounts annually given to schools 3. Catholic Charities; Investment related, no; Campaign Team Member; start dae August 2023; help plan and education for planned giving; 1hr/week 4. Insurance Agent; Investment related, yes; 3442 N. Beach Club Circle, Wichita KS 67205; Life, Disability and LTC Insurance; Owner, Manager, Insurance Representative; Start Date 4/2003; 8 hrs/month; 8 hrs/month; during the financial planning process with clients, we review their risk gap for their insurance needs. If they have a gap or need for life, disability, or LTC insurance we recommend the type of insurance and amount that would best fit their needs. If they accept the recommendation, we disclose we can sell them the insurance and the cost or premium for that and how I am compensated from the sale of the insurance. If they accept this, we proceed with the application and underwriting of the insurance to complete their financial planning and risk management needs.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-25