Jared A. Brennen

ENDEAVOR ADVISORS

The Woodlands, TX 77380

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CRD#: 5999092

Professional summary

Jared Adam Brennen, CFP®, CPWA®, who also goes by Adam Brennen, is a registered financial advisor currently at ENDEAVOR ADVISORS, LLC located in The Woodlands, Texas.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jared has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Brennen

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 Jared Adam Brennen'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

CPWA^®

Certified Private Wealth Advisor

Start date: 2015-04-13

Expire date: 2023-03-31

Experience

Current

March 25, 2025 - Present

ENDEAVOR ADVISORS, LLC

Office #1: 2001 Timberloch Place Suite 500, The Woodlands, TX 77380

RIA

CRD#: 324925

The Woodlands, TX

Past

April 30, 2014 - December 31, 2015

AMEGY INVESTMENTS, INC.

RIA

CRD#: 120145

HOUSTON, TX

Past

December 19, 2011 - December 31, 2015

AMEGY INVESTMENTS, INC.

CRD#: 120145

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".

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/25/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 3/16/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/2011

General Securities Representative Examination

Current Firm

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

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Contact information

Main Address

2001 Timberloch Place Suite 500, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 326-9902

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 176,920,606

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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Jared A. Brennen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Adam Brennen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR ADVISORS, LLC

AMEGY INVESTMENTS, INC.

AMEGY INVESTMENTS, INC.

Primary Firm SEC Registration

ENDEAVOR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/2012

SIE

Date: 12/31/2015

Series 7

Date: 12/16/2011

Current Firm

ENDEAVOR ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR ADVISORS, LLC

TRUST BUT VERIFY

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