Shari B. Rash

GWA WEALTH

MT PLEASANT, SC 29466

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CRD#: 5221771

Professional summary

Shari Beth Rash, who also goes by Shari Beth Jack, Shari Jack Rash, is a registered financial advisor currently at GWA WEALTH located in Mt Pleasant, South Carolina.

Shari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Shari has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shari Beth Jack | Shari Jack Rash

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 Shari Beth Rash's 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

February 23, 2026 - Present

GWA WEALTH

Office #1: 3003 Dunes West Blvd #52, Mt Pleasant, SC 29466

RIA

CRD#: 339478

MT PLEASANT, SC

Past

October 8, 2019 - February 20, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Vienna,, VA

Past

October 8, 2019 - February 20, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Vienna, VA

Past

January 8, 2019 - October 3, 2019

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Vienna, VA

Past

November 12, 2015 - December 31, 2018

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

BEL AIR, MD

Past

May 14, 2014 - October 4, 2019

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

January 29, 2008 - November 7, 2013

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

August 20, 2007 - December 21, 2007

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

PHILADELPHIA, PA

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

Texas
(2/23/2026)

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: 6/2/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/17/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GWA WEALTH

GWA WEALTH | GWA WEALTH, LLC

CRD#: 339478 / SEC#:

Texas

Registered Investment Advisory firm - (1/26/2026 Conditional Restricted)

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Contact information

Main Address

3003 Dunes West Blvd #52, Mt Pleasant, SC 29466

Mailing Address

Phone number

(443) 480-1781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Shari B. Rash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shari Beth Rash's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2015

Series 63

Date: 7/24/2007

SIE

Date: 10/1/2018

Series 6

Date: 8/17/2007

Current Firm

GWA WEALTH

Contact information

Documents

Red Flags

Company Information

GWA WEALTH

TRUST BUT VERIFY

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