Jace Dalton Darrow
Professional Summary
Jace Dalton Darrow is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas. Jace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jace has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Years of Experience
4 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Current Firm
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES
Contact Information
Main Address
2910 Lakeside Village Blvd, Flower Mound, TX 75022Phone Number
(469) 212-8072# of Employees
38SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,052AUM (Assets Under Management)
$1,808,894,448Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
Primary Firm SEC Registration
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES
State Registrations and Notice Filings
(10/28/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jace Dalton Darrow's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHWAB WEALTH ADVISORY, INC.
