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AJ

Allan G. Jaster

THE ARCHER CONSULTING GROUP
NEW BRAUNFELS, TX
Some features on this profile are disabled
CRD#: 5391998
AJ

Professional summary


Allan George Jaster is a registered financial advisor currently at THE ARCHER CONSULTING GROUP, LLC located in New Braunfels, Texas.

Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Allan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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.
United States Marine Corps SINCE JULY 1997 COLONEL NOT INVESTMENT RELATED

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Allan George Jaster'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®
None

Experience


Current

January 11, 2012 - Present

THE ARCHER CONSULTING GROUP, LLC

RIA
CRD#: 156062
NEW BRAUNFELS, TX
Past

January 23, 2009 - September 13, 2012

JASTER-HUSBANDS WEALTH MANAGEMENT, LLC

RIA
CRD#: 148102
THIBODAUX, LA
Past

November 20, 2007 - January 20, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
HOUSTON, TX
Past

October 19, 2007 - January 20, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
HOUSTON, 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".
TA
THE ARCHER CONSULTING GROUP, LLC
ARCHER CONSULTING GROUP, LLC | THE ARCHER CONSULTING GROUP, LLC

CRD#: 156062 / SEC#: 801-113282

RIA
Registered Investment Advisory firm - (5/22/2018 Approved)
Louisiana
Registered Investment Advisory firm - (6/27/2018 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)

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
Louisiana
(4/24/2013)
IAR
Texas
(1/11/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TA
THE ARCHER CONSULTING GROUP, LLC
ARCHER CONSULTING GROUP, LLC | THE ARCHER CONSULTING GROUP, LLC

CRD#: 156062 / SEC#: 801-113282

RIA
Registered Investment Advisory firm - (5/22/2018 Approved)
Louisiana
Registered Investment Advisory firm - (6/27/2018 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)
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Contact information


Main Address
814 Canal Blvd, Thibodaux, LA 70301
Mailing Address
Phone number
(985) 227-4019
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARCHER CONSULTING ADV WRAP FEE BROCHURE (11/6/2025)

Regulatory assets under management


Total Number of Accounts310
AUM (Assets Under Management)$ 155,462,665

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.

Company Information


THE ARCHER CONSULTING GROUP, LLC

CRD#: 156062New Braunfels, TX

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