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Jordan Christopher Chapman

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

CRD 7381650

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Employer firm

Prevail Innovative Wealth Advisors, LLC CRD 288641

$932M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT

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

Current Employers
Prevail Innovative Wealth Advisors, Llc

4745 W. 136Th Street, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-11-16
MO RA APPROVED 2021-11-16
TX RA APPROVED 2021-11-16
  • KS RA
    APPROVED
    Since 2021-11-16
  • MO RA
    APPROVED
    Since 2021-11-16
  • TX RA
    APPROVED
    Since 2021-11-16

Branch Locations

4745 W. 136Th Street, Leawood, KS 66224 • 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
Prevail Strategies Llc Leawood KS 01/2020 Present
Kompan Austin TX 05/2015 01/2020
Prevail Innovative Wealth Advisors, Llc Springfield MO 05/2021 Present
Other Businesses

3) Insurance Agent at Prevail Strategies LLC. 04/2021 to Present: Investment Related, Duties Include: Offering Insurance Products and Services to Clients and Prospects. 4745 W. 136th Street, Leawood, KS 66224, Time spent on this activity - 6 1/2 hours daily during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-16
  • S65 Uniform Investment Adviser Law Examination
    2021-11-16

View on SEC IAPD

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