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Detailed Report
Tanner Rees Jackman
CRD#: 7388343
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Investment Adviser
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Previous Broker
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.CRD#: 157755 706 N. Lindenwood Dr.
Olathe, KS 66062
Registration History
202120222023202420252026IAUNITED CAPITAL MANAGEMENT OF K... (CRD# 157755)2021 - Present (3 years)BSTONEX SECURITIES INC. (CRD# 18456)2022 - 2024 (2 years)
License(s)

State Registrations

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Kansas 8/30/2021
Current Registration(s)
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UNITED CAPITAL MANAGEMENT OF KANSAS, INC. (CRD#:157755)
706 N. Lindenwood Dr., Olathe, KS 66062
Registered with this firm since 8/30/2021
Previous Registration(s)
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 04/09/2022 - 10/02/2024 STONEX SECURITIES INC. (CRD#:18456) SALINA, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.