Jerrel L. Armstrong

IWP WEALTH MANAGEMENT LLC

Denver, CO 80206

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CRD#: 2818688

Professional summary

Jerrel Lee Armstrong is a registered financial advisor currently at IWP WEALTH MANAGEMENT LLC located in Denver, Colorado.

Jerrel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jerrel has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

name; Willow Creek Capital whether the business is investment-related; yes the address of the other business; 191 University Blvd, Suite 580, Denver CO 80206 the nature of the other business; Real Estate your position; Managing Partner title, or relationship with the other business; owner the start date of your relationship; 8/2010 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 briefly describe your duties relating to the other business; Manage investments in REO and loans secured by first liens

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerrel Lee Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 17, 2022 - Present

IWP WEALTH MANAGEMENT LLC

Office #1: 2719 E. 3rd Avenue, Denver, CO 80206

RIA

CRD#: 136314

Denver, CO

Past

March 18, 2004 - May 1, 2007

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

April 24, 2000 - February 23, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 24, 1996 - April 19, 2000

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

CRD#: 8010

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IWP WEALTH MANAGEMENT LLC

INTEGRAL WEALTH PARTNERS LLC | IWP WEALTH MANAGEMENT LLC | IWP FAMILY OFFICE

CRD#: 136314 / SEC#: 801-64549

RIA

Registered Investment Advisory firm - (7/20/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2022)

IAR

Colorado
(1/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/27/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/20/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/15/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2000

General Securities Principal Examination

Current Firm

IWP WEALTH MANAGEMENT LLC

INTEGRAL WEALTH PARTNERS LLC | IWP WEALTH MANAGEMENT LLC | IWP FAMILY OFFICE

CRD#: 136314 / SEC#: 801-64549

RIA

Registered Investment Advisory firm - (7/20/2005 Approved)

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Contact information

Main Address

2719 E. 3rd Avenue, Denver, CO 80206

Mailing Address

P.o. Box 61020, Denver, CO 80206

Phone number

(720) 328-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IWP WEALTH MANAGEMENT ADV PART 2A & 2B FIRM BROCHURE FY 2023 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 3,907,511,486

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/16/2024	Cover Page	Report
02/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerrel L. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerrel Lee Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

Primary Firm SEC Registration

IWP WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2021

Series 63

Date: 12/2/1996

Series 7

Date: 11/27/1996

Series 10

Date: 6/20/2006

Series 9

Date: 3/15/2006

Series 24

Date: 2/4/2000

Current Firm

IWP WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

IWP WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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