Jacob T. Ayres

WPWEALTH LLP

Fort Worth, TX 76102

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CRD#: 6742381

Professional summary

Jacob T Ayres, CFP®, who also goes by Jacob Tyler Ayres, Tyler Ayres, is a registered financial advisor currently at WPWEALTH LLP located in Fort Worth, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Tyler Ayres | Tyler Ayres

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 Jacob T Ayres'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: 2020

Experience

Current

September 2, 2022 - Present

WPWEALTH LLP

Office #1: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

RIA

CRD#: 145467

Fort Worth, TX

Past

May 14, 2018 - August 23, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FORT WORTH, TX

Past

September 25, 2017 - February 9, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DALLAS, 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".

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 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

Texas
(9/2/2022)

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: 11/30/2017

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: 9/25/2017

General Securities Representative Examination

Current Firm

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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Contact information

Main Address

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 259-9100

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 II - 03.25.2024 (5/21/2025)

ADV PART II - 05.21.2025 (5/21/2025)

ADV PART II - 03.31.2025 (3/31/2025)

ADV PART II - 04.05.2024 (3/31/2025)

ADV PART II - 07.27.2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,581
AUM (Assets Under Management)	$ 1,029,170,419

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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Jacob T. Ayres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob T Ayres's CRS (Customer Relationship Summary).

Certified licenses

Experience

WPWEALTH LLP

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

WPWEALTH LLP

State Registrations and Notice Filings

Exams

Series 63

Date: 11/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2017

Current Firm

WPWEALTH LLP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPWEALTH LLP

TRUST BUT VERIFY

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