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JW

Jared Wegrzyn

LIBERTY WEALTH MANAGEMENT
SAN FRANCISCO, CA 94107
Some features on this profile are disabled
CRD#: 7032292
JW

Professional summary

Jared Wegrzyn is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in San Francisco, California.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jared has worked at 2 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 Jared Wegrzyn'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

November 10, 2022 - Present

LIBERTY WEALTH MANAGEMENT, LLC

Office #1: 586-b Wisconsin Street, San Francisco, CA 94107
RIA
CRD#: 286001
SAN FRANCISCO, CA
Past

August 30, 2021 - May 31, 2022

CREATIVE PLANNING

RIA
CRD#: 105348
OVERLAND PARK, KS

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".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 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
California
(11/10/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2021
Uniform Investment Adviser Law Examination

Current Firm

LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
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Contact information

Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (21 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

LWM FORM ADV PART 2A (12/2/2025)

Regulatory assets under management

Total Number of Accounts3,896
AUM (Assets Under Management)$ 1,469,902,558

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

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001San Francisco, CA 94107

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