Jarrod Winkcompleck
CRD Number: 3127068Current Firm: Gap Financial Services Or Gap Financial
Compensation Model: Fee Only
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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gap Financial Services | Austin, TX | Nov 2018 - Current | 5 |
| Higginbotham | Austin, TX | Jan 2017 - Oct 2019 | 2 |
| Kestra Financial, Inc. | Austin, TX | Feb 2017 - Nov 2018 | 1 |
| Unemployed | Austin, TX | Dec 2016 - Jan 2017 | < 1 |
| Durbin Bennett Private Wealth Management | Austin, TX | Mar 2015 - Dec 2016 | 1 |
| Van Den Berg Management I, Inc., Dba Century Management | Austin, TX | Mar 2008 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- LA
- TX
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Total Assets Under Management85MILLIONS
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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
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