Jaxson Nolen Wentworth

Employer firm

Tfb Advisors, LLC CRD 321870

$840M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2024 → Present
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 05/2023 → 08/2023
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 01/2013 → 05/2023
  Student
  Kansas City, MO
• 07/2024 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 08/2019 → 05/2022
  Johnson County Community College
  Overland Park, KS
• 08/2022 → 05/2024
  Flagler College
  St. Augustine, FL
• 11/2024 → 11/2024
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2024 → Present
  Tfb Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2024-11-11 → 2024-11-13
  Ameritas Advisory Services, Llc
  Overland Park, KS

Other Businesses

TAX FAVORED BENEFITS, INC; SAME AS BRANCH; INV REL; INVESTMENT SERVICES; AGENT; START DATE=06/2024; HRS/MO=120; TRADING HRS/MO=120; INVESTMENT SERVICES TFB ADVISORS, LLC; SAME AS BRANCH; INV REL; INVESTMENT SERVICES; AGENT; START DATE=06/2024; HRS/MO=120; TRADING HRS/MO=120; INVESTMENT SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2024-11-05