JJ Kerksieck
A better way to create a personalized financial plan | Fiduciary advisors
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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
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
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Write a Review
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Great and Long lasting relationship
Been with Oath and JJ since 2018. Was a great decision financially and has created years of peace of mind. =)
Best investment manager on the planet!
JJ Kerksieck is not only our investment manager but he has become a friend to us. We appreciate his honesty and frankness in guiding us with our investments. He listens to what we think and want and helps us navigate to get it accomplished giving suggestions along the way. His expertise is greatly appreciated.
Great advisor!
I’ve been working with JJ for about a year now and I’m so glad I got connected with him. He’s personable and easy to talk to. He’s very knowledgeable and is great with the teachable moments. And he doesn’t talk over my head like so many advisors do. He’s always available when I want to check in and it’s so nice that he checks in with me too. I appreciate working with him.
One and done!
Well, not one and done initially. Prior to my wife’s passing I was constantly telling her how much I wanted to get our finances under one roof. With her death came the realization that I needed to make that happen. For my sanity as well as fore my grown children. Between planning for my trust as well as my finances took a good 4-6 months. I never felt rushed in the decisions I was making or the questions I had. Now everything is in one place. One phone call to discuss changes in my life or questions about the market. Always with the same person. My only regret was not acting sooner. There is indeed something to be said about having your ducks in a row.
5 Stars
Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!
5 Stars
I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.
5 Stars
5 Stars
Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.
5 Stars
They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.
5 Stars
Always promt and courteous. Service. I’m very satisfied with this firm.
5 Stars
My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.
5 Stars
5 Stars
5 Stars
Oath Planning has been a great group! They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.
5 Stars
They all are very knowledgeable and courteous. Helpful with anything that I need.
5 Stars
I utilized Oath Planning for my Family Trust and my investments. The Trust was not difficult because they are highly organized and answered all questions. The Fidelity Investments are expertly managed, and my money is moved to maximize growth. Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.
5 Stars
5 Stars
I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !
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