Jeffrey Joe Kaufman

Current Employers

Employment History

• 12/1989 → Present
  Senior Benefit Services
  Columbia, MO
• 04/2011 → 12/2020
  Concorde Investment Services
  Troy, MI
• 12/2016 → 02/2021
  Concorde Asset Management, Llc
  Livonia, MI
• 01/2021 → Present
  Wr Wealth Planners Llc
  Columbia, MO
• 05/2017 → Present
  Jk Financial, Llc
  Columbia, MO
• 10/2012 → Present
  Kaufman Family Farms
  Columbia, MO
• 05/1990 → Present
  Jk Financial Llc
  Columbia, MO
• 04/2014 → 06/2023
  Ak Management - Pancheros Mexican Grill
  Columbia, MO
• 09/2024 → Present
  Integrity Advisory Solutions
  Columbia, MO

Previous Registrations

• 2021-01-04 → 2025-03-27
  Wr Wealth Planners Llc
  Columbia, MO
  Columbia, MO
  Columbia, MO
• 2016-12-07 → 2021-02-04
  Concorde Asset Management, Llc
  Columbia, MO
  Ann Arbor, MI
• 2010-01-19 → 2014-12-31
  Cuttingedge Advisors
  Eureka, MO
• 2008-05-14 → 2009-12-31
  Cuttingedge Advisors
  Columbia, MO
• 2005-11-28 → 2008-05-08
  Questar Asset Management, Inc.
  Columbia, MO
  Columbia, MO

Other Businesses

1. Senior Benefit Services; Investment related; 801 Gray Oak Drive, Columbia, MO 65201; Fixed insurance & annuity sales; Insurance Agent; 05/01/1989; 20 hours per month; 10 hours during trading hours; Hold study groups for insurance agents, case design for life and annuity, and fixed insurance & annuity sales. 2. JK Financial, LLC; Investment Related; 3806 Buttonwood Dr, Suite 102, Columbia, MO 65201; DBA for insurance sales & wealth management; Owner/IAR; 05/01/1990; 0 hours per month; 0 hours during trading hours; DBA for insurance sales & financial services business. 3. Kaufman Family Farms, Inc.; Not investment related; 6950 S Sabine Dr Columbia, MO 65203; Farming; Owner/Manager; 10/01/2012; 5 hours per month; 0 hours during trading hours; Farm management & row crop.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-11
• S63 Uniform Securities Agent State Law Examination
  2000-05-18

Designations

Other Names

• Jeff Kaufman