Jared T. Walsh

RESERVOIR WEALTH MANAGEMENT

Lima, OH 45804

Some features on this profile are disabled

CRD#: 4844150

Professional summary

Jared Thomas Walsh, CFP® is a registered financial advisor currently at RESERVOIR WEALTH MANAGEMENT located in Lima, Ohio.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jared has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

Jared T. Walsh is currently employed as a Partner with Sielschott, Walsh, Keifer & Regula CPAs, Inc.. This activity accounts for approximately 75% of his time. Jared T. Walsh is an LLC member of Lost Creek Offices, LLC.. This activity accounts for less than 10% of his time. Jared T. Walsh is an LLC member of Bryn Mawr, LLC. This activity accounts for less than 10% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Thomas Walsh'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

May 14, 2018 - Present

RESERVOIR WEALTH MANAGEMENT

Office #1: 2100 Lost Creek Boulevard, Lima, OH 45804

RIA

CRD#: 293131

Lima, OH

Past

February 1, 2005 - June 19, 2018

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LIMA, OH

Past

November 10, 2004 - June 19, 2018

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LIMA, OH

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".

RESERVOIR WEALTH MANAGEMENT

RESERVOIR RETIREMENT MANAGEMENT, LLC | RESERVOIR WEALTH MANAGEMENT

CRD#: 293131 / SEC#: 801-122212

RIA

Registered Investment Advisory firm - (8/30/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/14/2018 Approved)

Texas

Registered Investment Advisory firm - (8/1/2018 Conditional Restricted)

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

Ohio
(5/14/2018)

IAR

Texas
(8/6/2018)

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 66

Date: 12/3/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2004

General Securities Representative Examination

Current Firm

RESERVOIR WEALTH MANAGEMENT

RESERVOIR RETIREMENT MANAGEMENT, LLC | RESERVOIR WEALTH MANAGEMENT

CRD#: 293131 / SEC#: 801-122212

RIA

Registered Investment Advisory firm - (8/30/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/14/2018 Approved)

Texas

Registered Investment Advisory firm - (8/1/2018 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2100 Lost Creek Boulevard, Lima, OH 45804

Mailing Address

Phone number

(567) 289-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B (2/26/2025)

Regulatory assets under management

Total Number of Accounts	895
AUM (Assets Under Management)	$ 175,978,226

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.

Similar Advisors

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

Kenneth Young

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAR

Las Vegas, NV

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared T. Walsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Thomas Walsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESERVOIR WEALTH MANAGEMENT

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

RESERVOIR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2004

SIE

Date: 6/19/2018

Series 7

Date: 11/8/2004

Current Firm

RESERVOIR WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESERVOIR WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors