Jared S. Argo

ADVISOR SHARE WEALTH MANAGEMENT

Artesia, NM

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CRD#: 7415094

Professional summary

Jared Shawn Argo, who also goes by Jared S Argo, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Artesia, New Mexico.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jared has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jared S Argo

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.

Argo Retirement Solutions DBA; Investment Related; 1609 W Hermosa, Artesia, NM 88210; Independent health insurance agency; Independent Insurance Broker; 09/2022; 100 hours per month; 40 hours during securities trading hours; Functions as an independent health insurance broker, reviewing coverage options and enrolling clients into Medicare, individual, and family health insurance policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Shawn Argo'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

September 10, 2026 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Artesia, NM

Past

June 3, 2022 - December 31, 2025

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

Artesia, NM

Past

January 3, 2022 - December 31, 2025

CFD INVESTMENTS, INC.

CRD#: 25427

Artesia, NM

Past

October 5, 2021 - January 4, 2022

LINCOLN INVESTMENT

CRD#: 519

ARTESIA, NM

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".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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

Colorado
(9/10/2026)

IAR

New Mexico
(9/10/2026)

IAR

Oklahoma
(9/10/2026)

IAR

Texas
(9/10/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/31/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 10/29/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 10/5/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 9/16/2021

Securities Industry Essentials Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (8/25/2026)

Regulatory assets under management

Total Number of Accounts	2,531
AUM (Assets Under Management)	$ 376,943,321

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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Advisor Monitoring

Firm Stability Insights

Jared S. Argo

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Shawn Argo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

LINCOLN INVESTMENT

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/31/2022

Series 63

Passed: 10/29/2021

Series 6TO

Passed: 10/5/2021

SIE

Passed: 9/16/2021

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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