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JD

Jace D. Darrow

GDS WEALTH MANAGEMENT
Flower Mound, TX 75022
Some features on this profile are disabled
CRD#: 7493854
JD

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.

top-8-questions

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.
BOARD OF DIRECTORS, RANGER SPRINGS, 1355 CREEKSIDE CT, KALISPELL, , MONTANA, 59901, UNITED STATES OF AMERICA, PRIVATE, START DATE: 11/13/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF THE BOARD OF DIRECTORS - ASSIST PRESIDENT/CEO WITH MANAGEMENT DECISIONS; NOT INVESTMENT-REALTED.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jace Dalton Darrow'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

October 28, 2024 - Present

GDS WEALTH MANAGEMENT

Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022
RIA
CRD#: 315934
Flower Mound, TX
Past

June 21, 2022 - August 2, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Spokane Valley, WA

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".
GW
GDS WEALTH MANAGEMENT
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA
Registered Investment Advisory firm - (9/27/2021 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
Texas
(10/28/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/21/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


GW
GDS WEALTH MANAGEMENT
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA
Registered Investment Advisory firm - (9/27/2021 Approved)
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Contact information


Main Address
2910 Lakeside Village Blvd, Flower Mound, TX 75022
Mailing Address
Phone number
(469) 212-8072
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (6 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

DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (5/5/2025)

Regulatory assets under management


Total Number of Accounts3,420
AUM (Assets Under Management)$ 1,281,897,626

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


GDS WEALTH MANAGEMENT

CRD#: 315934Flower Mound, TX 75022

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