Best Investors Account Sign in
Inactive

Jacob J Cole

Prevail Innovative Wealth Advisors, LLC

Leawood, KS

Claim This Profile
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

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor