Jeb G.
Financial Advisor, CEO, and Managing Partner @Metcalf Partners Wealth Management
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WORK HISTORY
Financial Advisor, CEO, and Managing Partner @Metcalf Partners Wealth Management
As CEO and Managing Partner at Metcalf Partners, I am tasked with creating the best possible experience for our clients and working to fulfill our fiduciary duty to hold ourselves accountable to our clients to the highest standards.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through V Wealth Management, LLC. V Wealth Management, LLC and Metcalf Partners Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Metcalf Partners Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
EDUCATION
The Wharton School
Certificate In Retirement Planning, Financial Planning and Services
Kansas State University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
The American College of Financial Services
CFP© Pre-Certification Curriculum, Financial Planning and Services
ABOUT JEB G.
Metcalf Partners Wealth Management once had a mission statement regarding how our team puts you in a better position to succeed in financial endeavors and about how we leave you with a better understanding of and vision for your future than you had before we met. It was heartfelt, but we ditched it.The truth is that our mission changes every minute, every hour, and every day because our mission is based on your short- and long-term financial, retirement, and estate planning mission.
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