Jefferey Jaworski, financial advisor Overland Park KS

Jefferey Jaworski

CRD Number: 2221948
Current Firm: Triune Financial Partners, LLC

Jefferey Jaworski (CRD# 2221948) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 31 years of experience in the finance industry. Jefferey Jaworski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triune Financial Partners, LLC Overland Park, KS Dec 2009 - Current 14
Triune Financial Partners, LLC Overland Park, KS Mar 2005 - Current 19
Purshe Kaplan Sterling Investments, Inc. Albany, NY Sep 2011 - Dec 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Jefferey R. Jaworski
Phone Number: 913-825-6100
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    2,623
    ACCOUNTS
  • Average Account Value
    $358,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NE, NH, NJ, NY, OK, PA, TN, TX, VA, WA

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