AdFi
PJ

Paul Jacob Purcell

Investment Adviser Representative at KIPLINGER WEALTH ADVISORS

Springboro, OHCRD #4128467Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
5 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
FloridaIndianaKentuckyMarylandOhio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/30/2002
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/27/2014
Series 62
Corporate Securities Limited Representative Examination
Passed 6/4/2008
Series 22
Direct Participation Programs Representative Examination
Passed 2/24/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/18/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Kiplinger Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KIPLINGER WEALTH ADVISORSCurrent
9/8/2014Springboro, OH
STRATOS WEALTH PARTNERS, LTD
10/29/20129/5/2014Germantown, OH
FIRST ALLIED ADVISORY SERVICES, INC.
1/3/200711/9/2012Franklin, OH
FFP ADVISORY SERVICES INC
6/20/20051/3/2007Franklin, OH
QUESTAR ASSET MANAGEMENT, INC.
1/12/20056/6/2005Cincinnati, OH
QUESTAR CAPITAL CORPORATION
6/28/20046/6/2005Cincinnati, OH
SICOR SECURITIES INC
3/20/20025/27/2004Cincinnati, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at KIPLINGER WEALTH ADVISORS

4 other advisors in the directory

View KIPLINGER WEALTH ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Jacob Purcell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Paul Jacob Purcell - Financial Advisor in Springboro, OH | AdvisorFinder