JA
Jessi M. Ayrer
INTRUA FINANCIAL
Houston, TX 77098
Some features on this profile are disabled
CRD#: 6772363
JA
Professional summary
Jessi Mae Ayrer, who also goes by Jessi Mae Haas, is a registered financial advisor currently at INTRUA FINANCIAL located in Houston, Texas and LPL FINANCIAL LLC located in Houston, Texas.
Jessi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jessi has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessi Mae Haas
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.
1. 4/4/2018 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/13/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%.
2. 4/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Started 09/21/2017 - 1 Hours Per Month During Securities Trading - Time Spent 1%.
3. 4/10/2018 - Intrua Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/13/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative services through Intrua Financial, LLC, an independent investment advisor firm. I started this business activity in April 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4. 8/11/2020 - Intrua Financial, LLC - DBA: Oakmont Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Started 08/14/2020 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - I provide administrative support to Intrua Financial, LLC, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jessi Mae Ayrer'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®
NoneExperience
Current
August 10, 2018 - Present
INTRUA FINANCIAL
Office #1: 3737 Buffalo Speedway Suite 400, Houston, TX 77098RIA
CRD#: 281554
Houston, TX
Current
May 4, 2018 - Present
LPL FINANCIAL LLC
Office #1: 3737 Buffalo Speedway Ste 400, Houston, TX 77098RIA
BD
CRD#: 6413
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".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(7/26/2018)
IAR
Texas(8/10/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
