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Jacob J Cole

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

CRD 8003875

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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 2024-12-17
  • KS RA
    APPROVED
    Since 2024-12-17

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 Innovative Wealth Advisors, Llc Leawood KS 04/2021 Present
Student Lawrence KS 05/2014 12/2020
Spin! Pizza Lawrence KS 05/2017 04/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC

Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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