Jarrod Lee Jansen,  CFP<sup>&reg;</sup> - Financial Advisor

Jarrod Lee Jansen, CFP®

Financial Paraplanner

Heritage Private Wealth Management, LLC

10011 W 21st St N, Ste 109
Wichita, KS 67205-1899
(316) 512-6176


Jarrod Jansen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Private Wealth Management, LLC in Wichita, KS and the surrounding communities.

Financial Advisor Experience

Earned his BBA from Wichita State University in 2019 with a major in finance and minors in economics and management. He earned his CFP® certification in December of 2021. He plans to complete his Masters degree in advanced financial planning at Kansas State University in 2022. Jarrod has been an associate advisor at Heritage Private Wealth Management, LLC since March of 2021.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Broker-Dealer Disclaimer

Advisory services offered through Arbor Point Advisors, LLC. Securities America, Inc., Arbor Point Advisors, LLC and Heritage Private Wealth Management, LLC are separate entities. Securities offered through Securities America, Inc., Member FINRA/SIPC. Securities America does not provide tax advice.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes


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