Jared W. Ford

CETERA INVESTMENT ADVISERS LLC

Midlothian, TX 76065

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CRD#: 4979980

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 7, Series 6, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gared W Ford | Jared W Ford | Jared Ford

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Wesley Ford'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: 2009

Experience

Current

July 21, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 717 W. Main St., Suite 9, Midlothian, TX 76065

RIA

CRD#: 105644

Midlothian, TX

Current

July 21, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 717 W. Main St., Suite 9, Midlothian, TX 76065

CRD#: 13572

Midlothian, TX

Past

October 27, 2022 - September 8, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Midlothian, TX

Past

October 27, 2022 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Midlothian, TX

Past

May 22, 2020 - November 1, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DALLAS, TX

Past

May 6, 2020 - October 27, 2022

SMITH ANGLIN FINANCIAL, LLC

RIA

CRD#: 144386

DALLAS, TX

Past

May 8, 2018 - May 7, 2020

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

May 8, 2018 - May 7, 2020

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

Past

May 10, 2016 - May 18, 2018

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Paducah, KY

Past

May 10, 2016 - May 18, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Paducah, KY

Past

October 31, 2013 - April 20, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ARLINGTON, TX

Past

September 27, 2013 - April 20, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ARLINGTON, TX

Past

December 14, 2011 - October 4, 2013

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

ARLINGTON, TX

Past

March 31, 2006 - January 3, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

IRVING, TX

Past

July 1, 2005 - December 31, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

ARLINGTON, TX

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/21/2025)

Iowa
(7/21/2025)

Kentucky
(7/21/2025)

Missouri
(7/21/2025)

Nevada
(9/5/2025)

Ohio
(9/19/2025)

Oklahoma
(9/5/2025)

Tennessee
(7/24/2025)

Texas
(7/21/2025)

IAR

Texas
(7/21/2025)

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

State Security Law Exam

Series 63

Date: 7/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/2018

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/9/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/1/2013

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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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Advisor Monitoring

Firm Stability Insights

Jared W. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

SMITH ANGLIN FINANCIAL, LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2006

Series 6

Date: 6/30/2005

Series 24

Date: 11/1/2018

Series 10

Date: 12/9/2013

Series 9

Date: 11/1/2013

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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