Tanner Jackman has been an investment adviser representative at United Capital Management of Kansas since August 2021, and is not listed among the firm’s executive officers or direct owners. Tanner Jackman holds a Degree in Finance from Kansas State University and a Certificate in Integrated Investment Management from Kansas State University.
United Capital Management of Kansas, Inc. is a Salina, KS firm with $885M under management, 1,655 clients and 23 advisers across 11 offices, as of its September 2026 filing.
Tanner Jackman is an Investment Analyst and a member of the Investment Committee at United Capital Management of Kansas. Since joining the firm in 2021, he has worked on portfolio construction and allocation, applying macroeconomic insights and micro-level analysis to client-specific investment strategies. He translates the firm's broader market themes into portfolio decisions for individual clients.
- – present · 5 yearsOlathe, KS · Adviser representative · Firm CRD 157755
Professional designations
Listed by United Capital Management of Kansas
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Tanner Jackman is registered as an investment adviser representative in Kansas, since August 2021.
- KansasSince 30 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 2022 |
| Series 7TO | General Securities Representative Examination | 8 April 2022 |
| SIE | Securities Industry Essentials Examination | 1 September 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tanner Rees Jackman
- CRD
- 7388343
- Firm
- United Capital Management of Kansas · CRD 157755
- Office
- 706 N. Lindenwood Dr., Olathe, KS 66062
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ucmteam.com
Where does Tanner Jackman work?
Tanner Jackman is an investment adviser representative registered through United Capital Management of Kansas, Inc. since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Jackman a financial advisor?
Yes. Tanner Jackman has a current investment-adviser registration in Kansas, through United Capital Management of Kansas since August 2021.
How many years of experience does Tanner Jackman have?
Tanner Jackman has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Tanner Jackman passed?
Tanner Jackman has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in July 2021.
Where is Tanner Jackman based?
Tanner Jackman’s registered office is in Olathe, KS.
Is Tanner Jackman registered with FINRA?
No. Tanner Jackman has no current broker registration.
Is Tanner Jackman a CFA charterholder?
United Capital Management of Kansas lists Tanner Jackman with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Tanner Jackman’s record?
Search CRD 7388343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Jackman’s full registration record.
