Jarrod Charles Nunn
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Jarrod Charles Nunn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Planners' Financial Services of America a Limited PartnerSep 2020 to now
- RentalApr 2018 to now
- Jarrod NunnApr 2014 to now
- Palmer Nunn Wealth ManagementJan 2014 to now
- Kms Financial Services, Inc.Oct 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4428564
- Firm CRD
- 20804