Clayton Jarrell
Investment adviser representative at Linscomb Wealth, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Linscomb Wealth, Inc.May 2024 to now
- AlliantgroupJun 2022 to May 2024
- Goldman SachsAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- University of KentuckyAug 2017 to May 2021
- Randall K Cooper High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Linscomb Wealth, Inc.
$5.2BAssets managed
1,665Clients
21Advisers
31 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
- 7009871
- Firm CRD
- 106779