Jarrod Winkcompleck

CEO & Senior Financial Planner at Gap Financial Service

Role
CEO & Senior Financial Planner at Gap Financial Services
Location
Austin, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jarrod Winkcompleck

Gap Financial values objectivity, integrity and transparency. So we act in your best interest, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life\'s ups and downs.

Experience

  1. CEO & Senior Financial Planner

    Gap Financial Services

    Nov 2018 — Present · Austin, TX, US

    Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice.

Education

  • Florida State University - College of Business

    FSU Certificate in Financial Planning Program

  • The University of Texas at Arlington

    Bachelor of Business Administration (BBA)

Skills

  • Retirement Planning
  • Series 7
  • Mutual Funds
  • Portfolio Management
  • Investments
  • Asset Allocation
  • Financial Planning
  • Wealth Management
  • Asset Management
  • Investment Strategies

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Jarrod Winkcompleck — CEO & Senior Financial Planner at Gap Financial Services in Austin, TX, US | Unifers