AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JR

Jacob S. Ridley

RIDLEY WEALTH MANAGEMENT
ROUND ROCK, TX
Some features on this profile are disabled
CRD#: 6760906
JR

Professional summary

Jacob Samuel Ridley, CFP® is a registered financial advisor currently at RIDLEY WEALTH MANAGEMENT located in Round Rock, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob has worked at 3 firms and has passed the Series 65 exam.

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 Jacob Samuel Ridley'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

September 12, 2025 - Present

RIDLEY WEALTH MANAGEMENT

RIA
CRD#: 337811
ROUND ROCK, TX
Past

January 4, 2022 - October 29, 2024

CHURCH FIDUCIARY LLC

RIA
CRD#: 317177
ROUND ROCK, TX
Past

March 9, 2017 - September 30, 2025

ASTORIA STRATEGIC WEALTH, INC.

RIA
CRD#: 113510
Round Rock, TX

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
(9/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2017
Uniform Investment Adviser Law Examination

Current Firm

RW
RIDLEY WEALTH MANAGEMENT
RIDLEY WEALTH MANAGEMENT | RIDLEY WEALTH MANAGEMENT LLC

CRD#: 337811 / SEC#:

Texas
Registered Investment Advisory firm - (9/12/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Round Rock, TX
Mailing Address
Phone number
(512) 518-5919
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts31
AUM (Assets Under Management)$ 8,112,523

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

RIDLEY WEALTH MANAGEMENT

CRD#: 337811Round Rock, TX

TRUST BUT VERIFY

Monitor Jacob Ridley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.