Kathryn Jabour, financial advisor Vacaville CA
96 score

Kathryn Jabour

CRD Number: 1071152
Current Firm: Securities America Advisors, Inc.

Kathryn Jabour (CRD# 1071152) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Vacaville, CA and has over 32 years of experience in the finance industry. Kathryn Jabour 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.

Similar Advisors
Frances Harkins, financial advisor Vacaville CA
Frances E. Harkins
CRD# 4244859
North Capital
Score
103
Similar Advisors
Arnie Cabiles, financial advisor Vacaville CA
Arnie K. Cabiles
CRD# 1778128
Achievable Wealth, LLC
Score
100
Similar Advisors
Liliana Keth, financial advisor Vacaville CA
Liliana Keth
CRD# 5140668
Transamerica Financial Advisors, Inc.
Score
100
Professional Designations
Company Name Location Dates Years
Securities America Advisors, Inc. Vacaville, CA Jan 2007 - Current 9
Securities America, Inc. Vacaville, CA Aug 2006 - Current 10
Kathryn Jabour Vacaville, CA Apr 2004 - Current 12
1st Global Insurance Services, Inc. Vacaville, CA May 2005 - Aug 2006 1
1st Global Capital Corp. Vacaville, CA Jul 2003 - Aug 2006 3
1st Global Advisors, Inc. Vacaville, CA Jul 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for Kathryn E. Jabour
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kathryn Jabour and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.