Gap Financial Services Or Gap Financial
Gap Financial Services Or Gap Financial (CRD# 288703) is a financial advisory firm headquartered in , . They manage $84,840,681 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management85MILLION
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Total Number of Accounts80ACCOUNTS
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Average Account Value$1,060,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
Stephen Power (CRD# 845093) is an Investment Advisor Representative working at Gap Financial Services Or Gap Financial in Austin, TX and has over 40 years of experience in the finance industry.
As principal and CEO of Gap Financial Services, Jarrod oversees all aspects of the client experience, from strategic planning and investment implementation to structuring financial roadmaps for clients. As a fiduciary, he is responsible for organizing the team’s focus to maintain a client-centric firm. Although Jarrod spent much of his career meeting the needs of the ultra-wealthy, today he is following his passion: serving everyday people in their prime earning years, as well as those nearing retirement.
Jarrod started his working life as an investment advisor before becoming a Certified Financial Planner (CFP®), assisting our nation’s veterans as a Senior Financial Planner for USAA. Later, he served as Director of Business Development and Senior Planner for one of Texas’ largest and most profitable Registered Investment Advisors. In recent years, he also acted as Partner and Senior Advisor to a specialized private wealth management firm before founding Gap Financial Services.
In addition to the CFP®, Jarrod holds the Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), Cash Balance Consultant (CBC®), Certified Health Savings Advisor (CHSA®), and Chartered Advisor for Senior Living (CASL®) designations. He graduated from the University of Texas at Arlington with a BBA in Finance. Jarrod has been married for twenty-four years and has one middle-school aged daughter.
Lorri Winkcompleck (CRD# 6804089) is an Investment Advisor Representative working at Gap Financial Services Or Gap Financial in Austin, TX and has over 7 years of experience in the finance industry.