Jerad O. Waggy

FIRESTONE CAPITAL MANAGEMENT

SOUTH MIAMI, FL 33143

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CRD#: 5180439

Professional summary

Jerad O'brien Waggy, CFP® is a registered financial advisor currently at FIRESTONE CAPITAL MANAGEMENT INC located in South Miami, Florida.

Jerad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jerad has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerad O'brien Waggy'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

June 5, 2014 - Present

FIRESTONE CAPITAL MANAGEMENT INC

Office #1: 7301 Sw 57th Ct Unit 450, South Miami, FL 33143

RIA

CRD#: 106366

SOUTH MIAMI, FL

Past

November 17, 2010 - May 1, 2014

THE ENRICHMENT GROUP, INC.

RIA

CRD#: 105823

MIAMI, FL

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".

FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA

Registered Investment Advisory firm - (12/16/1991 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

Florida
(6/5/2014)

IAR

Texas
(1/16/2016)

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

Current Firm

FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA

Registered Investment Advisory firm - (12/16/1991 Approved)

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Contact information

Main Address

7301 Sw 57th Ct Unit 450, South Miami, FL 33143

Mailing Address

Phone number

(305) 669-2119

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRESTONE AMENDED FORM ADV PART 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts	1,166
AUM (Assets Under Management)	$ 710,304,176

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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Jerad O. Waggy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerad O'brien Waggy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRESTONE CAPITAL MANAGEMENT INC

THE ENRICHMENT GROUP, INC.

Primary Firm SEC Registration

FIRESTONE CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

FIRESTONE CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRESTONE CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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