Jeffrey Kenneth Kirkpatrick
Investment adviser representative at Dovetail Financial Group LLC
10 yearsExperience
2 statesRegistered in
$298.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Dovetail Financial Group LLCNov 2021 to now
- Transitus Wealth PartnersNov 2021 to now
- Hamilton Investment Counsel, LLCOct 2016 to Nov 2021
- LPL Financial LLCOct 2016 to Nov 2021
- Sterne Agee Investment Advisor Services, Inc.Jun 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, NC).
Dovetail Financial Group LLC
$298.9MAssets managed
342Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3069597
- Firm CRD
- 311298