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JF

Jared Wesley Ford

CFP®
CETERA INVESTMENT ADVISERS
Midlothian, TX
·CRD# 4979980·21 years experience

Professional Summary

Jared Wesley Ford, CFP®, who also goes by Gared W Ford, Jared W Ford, Jared Ford, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Midlothian, Texas and CETERA WEALTH SERVICES, LLC located in Midlothian, Texas. Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jared has worked at 11 firms and has passed the Series 63, SIE, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gared W Ford, Jared W Ford, Jared Ford

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2009

Years of Experience

21 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
717 W. Main St., Suite 9, Midlothian, TX 76065
July 21, 2025 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
717 W. Main St., Suite 9, Midlothian, TX 76065
July 21, 2025 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Midlothian, TX
October 27, 2022 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Midlothian, TX
October 27, 2022 - September 5, 2025
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Dallas, TX
May 22, 2020 - November 1, 2022
SMITH ANGLIN FINANCIAL, LLC·CRD# 144386
RIA
Dallas, TX
May 6, 2020 - October 27, 2022
FIRST COMMAND ADVISORY SERVICES·CRD# 281958
RIA
Fort Worth, TX
May 8, 2018 - May 7, 2020
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
Fort Worth, TX
May 8, 2018 - May 7, 2020
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Paducah, KY
May 10, 2016 - May 18, 2018
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Paducah, KY
May 10, 2016 - May 18, 2018
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Arlington, TX
October 31, 2013 - April 20, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Arlington, TX
September 27, 2013 - April 20, 2016
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Arlington, TX
December 14, 2011 - October 4, 2013
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Irving, TX
March 31, 2006 - January 3, 2011
FARMERS FINANCIAL SOLUTIONS, LLC·CRD# 103863
BD
Arlington, TX
July 1, 2005 - December 31, 2005

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Current Firm

CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) CEDAR RESORT MANAGEMENT LLC; POSITION: Member NATURE: Manage lake house real estate for rental income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2013; 4416 Willow Bend Dr., Arlington TX 76017; None, just a 2% member 2) DISABILITY DENTAL HOLDINGS LLC; POSITION: Manager NATURE: Manages physical assets of a dental business. Purchases, sales, items used in the business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2018; 4416 Willow Bend Dr., Arlington TX 76017; member - no active duties 3)FORD INNOVATIVE WEALTH STRATEGIES POSITION: Owner NATURE: This is the business name I am using. It is an DBA filed with the county but still through me personally as a sole proprietor. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 10/27/2022 ADDRESS: 3061 Oak Tree Ln, Midlothian TX 76065, United States DESCRIPTION: Owner/employee.

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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".
CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/21/2025)
RR
Iowa
(7/21/2025)
RR
Kentucky
(7/21/2025)
RR
Missouri
(7/21/2025)
RR
Nevada
(9/5/2025)
RR
Ohio
(9/19/2025)
RR
Oklahoma
(9/5/2025)
RR
Tennessee
(7/24/2025)
RR
Texas
(7/21/2025)
IAR
Texas
(7/21/2025)
RR
Wisconsin
(7/24/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2005About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Nov 2018About the Series 24 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2013About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Nov 2013About the Series 9 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jared Wesley Ford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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