Jeffrey Dabbs has been Treasurer, CFO, SR. VP, CCO of Kercheville Advisors since August 2013, is a control person of the firm and directly owns under 5% of it.
Kercheville Advisors LLC is a San Antonio, TX firm with $555M under management, 352 clients and 3 advisers across 5 offices, as of its June 2026 filing.
Jeffrey Dabbs’ longest registration is the current one, 12 years at Kercheville Advisors since 2014. Before joining Kercheville Advisors in 2014, Jeffrey Dabbs was registered through Old Mill Capital, LLC.
- Kercheville Advisors LLCCurrent– present · 12 yearsSan Antonio, TX · Adviser representative · Firm CRD 169471
- Old Mill Capital, LLC– · 5 yearsSan Antonio, TX · Adviser representative · Firm CRD 146400
Investment adviser representative registrations
Jeffrey Dabbs is registered as an investment adviser representative in 2 states. The first approvals date from February 2014; the most recent is Colorado, in January 2026.
- ColoradoSince 2 January 2026
- TexasSince 3 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1996 |
| Series 7 | General Securities Representative Examination | 26 August 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Stephen Dabbs
- CRD
- 2783445
- Firm
- Kercheville Advisors · CRD 169471
- Role
- Treasurer, CFO, SR. VP, CCO
- Office
- 15750 IH-10 WEST, San Antonio, TX 78249
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Dabbs work?
Jeffrey Dabbs has been Treasurer, CFO, SR. VP, CCO of Kercheville Advisors LLC since August 2013, and is a control person of the firm.
Is Jeffrey Dabbs a financial advisor?
Yes. Jeffrey Dabbs has a current investment-adviser registration in Colorado and Texas, through Kercheville Advisors since February 2014.
How many years of experience does Jeffrey Dabbs have?
Jeffrey Dabbs has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has Jeffrey Dabbs passed?
Jeffrey Dabbs has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1996.
Where is Jeffrey Dabbs based?
Jeffrey Dabbs’ registered office is in San Antonio, TX.
Is Jeffrey Dabbs registered with FINRA?
No. Jeffrey Dabbs has no current broker registration.
How can I verify Jeffrey Dabbs’ record?
Search CRD 2783445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Dabbs’ full registration record.
