Jarrod Winkcompleck
GAP Financial Services · Austin, Texas
Jarrod Winkcompleck is a fee-only financial advisor at GAP Financial Services in Austin, Texas, who holds the CFP and ChFC credentials. GAP Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | GAP Financial Services |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $132.0M across 293 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in LA, TX · CRD 3127068 |
| Exams passed | Series 63 (2017) · Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.gapfinancialservices.com |
How Jarrod's firm compares
- GAP Financial Services's average account is about $451,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Jarrod
Is Jarrod Winkcompleck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrod holds no broker registration, and GAP Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrod charge for financial advice?
Jarrod's firm, GAP Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jarrod Winkcompleck based?
Jarrod Winkcompleck is based in Austin, Texas.
What credentials does Jarrod Winkcompleck hold?
Jarrod Winkcompleck holds the CFP and ChFC credentials.
Is Jarrod Winkcompleck registered with the SEC?
Yes. Jarrod Winkcompleck is registered as an investment adviser representative in LA and TX (CRD 3127068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GAP Financial Services manage?
GAP Financial Services reports $132.0M across 293 accounts in assets under management.
How do I contact Jarrod Winkcompleck?
Through Jarrod's website, www.gapfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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