Jerred M. Crowley

BRIGHT WEALTH MANAGEMENT

Lewisville, TX 75056

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CRD#: 7619861

Professional summary

Jerred Michael Horace Crowley is a registered financial advisor currently at BRIGHT WEALTH MANAGEMENT, LLC located in Lewisville, Texas.

Jerred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jerred has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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 Jerred Michael Horace Crowley'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

January 22, 2025 - Present

BRIGHT WEALTH MANAGEMENT, LLC

Office #1: 4400 State Highway 121 Suite 400, Lewisville, TX 75056

RIA

CRD#: 169771

Lewisville, TX

Past

May 10, 2024 - October 24, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

Past

April 11, 2023 - May 10, 2024

TD AMERITRADE, INC.

CRD#: 7870

Westlake, 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".

BRIGHT WEALTH MANAGEMENT, LLC

CRD#: 169771 / SEC#: 801-130450

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

Texas

Registered Investment Advisory firm - (7/10/2024 Terminated)

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

Texas
(1/22/2025)

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

State Security Law Exam

IAR

Series 65

Date: 12/27/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/6/2023

Securities Industry Essentials Examination

Current Firm

BRIGHT WEALTH MANAGEMENT, LLC

CRD#: 169771 / SEC#: 801-130450

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

Texas

Registered Investment Advisory firm - (7/10/2024 Terminated)

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Contact information

Main Address

4400 State Highway 121 Suite 400, Lewisville, TX 75056

Mailing Address

Phone number

(972) 410-6623

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHT WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	399
AUM (Assets Under Management)	$ 228,985,374

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

Jerred M. Crowley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerred Michael Horace Crowley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

BRIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2024

Series 63

Date: 4/26/2023

Series 7TO

Date: 4/11/2023

SIE

Date: 1/6/2023

Current Firm

BRIGHT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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