JJ Kerksieck

A better way to create a personalized financial plan | Fiduciary advisors

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Oath Planning JJ Kerksieck
Little Rock, AR

Serving Clients Nationwide

A better way to create a personalized financial plan | Fiduciary advisors

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About JJ Kerksieck

JJ Kerksieck is the Arkansas managing estate planning and investment attorney with Oath. He believes in helping his clients reach their goals through holistic planning that is simple, understandable, and affordable. He is experienced in combining both estate and financial planning to create custom plans for every unique family.

JJ was born and raised in Stuttgart, Arkansas, but has spent the last 12 years in Northwest Arkansas as a proud Razorback. He received his Bachelors of Science in Business Administration from the Walton College of Business at the University of Arkansas in Fayetteville. He then went on to Law School at the University of Arkansas, where he received his J.D. and then his Masters of Law (LLM) in food and agriculture. JJ is a member of the Arkansas Bar and licensed to practice throughout his native state of Arkansas.

Primary Location

2725 Cantrell Road Suite 107, Little Rock, AR 72202

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Oath Planning

Oath Planning offers financial planning tailored to your needs by investment attorneys and fiduciary advisors — minus the greed.

All of our financial advisors act as fiduciaries, putting your best interest first - without compromise. We create personalized plans for your unique family, career, and assets - to account for your specific goals. And our fees are transparent, so you’ll always know what you’re paying.

Our Oath to You

✔️ Simple & transparent plans

We take the time to educate you on your personalized planning strategies to make sure you know what needs to be done to meet your goals.

✔️ Save money & time

Financial planning and estate planning go hand in hand. Oath employs both attorneys and fiduciary advisors that can combine strategies to help achieve your goals.

✔️ Financial planning minus the greed

We strive to work with clients from all different financial backgrounds. You deserve to do the best you can with what you have - even if you aren’t a part of the 1%.

Education

University of Arkansas School of Law, Fayetteville, Master of Laws (LLM), Food and Agricultural Law: Doctor of Law (J.D.), International Business/Trade/Commerce; Bachelor of Science in Business Administration; Organizational Leadership

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.