Jaxson Nolen Wentworth
Investment adviser representative at Tfb Advisors, LLC
13 yearsExperience
3 statesRegistered in
$840.2MFirm assets
4 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 assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Tfb Advisors, LLCNov 2024 to now
- Ameritas Investment Company, LLCJul 2024 to now
- Tax Favored Benefits, Inc.Jun 2024 to now
- Ameritas Advisory Services, LLCNov 2024 to Nov 2024
- Tax Favored Benefits, Inc.May 2023 to Aug 2023
- Flagler CollegeAug 2022 to May 2024
- Johnson County Community CollegeAug 2019 to May 2022
- StudentJan 2013 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, IA, KS).
Tfb Advisors, LLC
$840.2MAssets managed
1,355Clients
18Advisers
4 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
- 7766570
- Firm CRD
- 321870