Jarrod Winkcompleck

Employer firm

Gap Financial Services Or Gap Financial CRD 288703

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 12/2016
  Durbin Bennett Private Wealth Management
  Austin, TX
• 12/2016 → 01/2017
  Unemployed
  Austin, TX
• 01/2017 → 10/2019
  Higginbotham
  Austin, TX
• 02/2017 → 11/2018
  Kestra Financial, Inc.
  Austin, TX
• 11/2018 → Present
  Gap Financial Services
  Austin, TX

Previous Registrations

• 2017-03-06 → 2018-12-12
  Kestra Advisory Services, Llc
  Austin, TX
  Austin, TX
• 2015-03-03 → 2017-02-01
  Maslow Wealth Advisors
  Austin, TX
• 2008-04-01 → 2015-03-06
  Century Management Financial Advisors
  Austin, TX
• 2003-03-19 → 2008-03-03
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2002-09-09 → 2003-02-26
  Charles Schwab & Co., Inc.
  Ft. Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-17
• S66 Uniform Combined State Law Examination
  2002-10-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jarrod Alan Winkcompleck