Jared D. Cline

NOLET WEALTH MANAGEMENT

Fort Worth, TX 76109

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CRD#: 7669769

Professional summary

Jared Dawson Cline is a registered financial advisor currently at NOLET WEALTH MANAGEMENT, LLC located in Fort Worth, Texas.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. 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.

1) Cline Financial, 5900 BALCONES DRIVE, STE 8318, AUSTIN, TX 78731, Non-Investment Related, Owner, Start 01/2023, Tax Prep, Less than 10 hours/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Dawson Cline'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 8, 2024 - Present

NOLET WEALTH MANAGEMENT, LLC

Office #1: 306 W 7th Street Ste 640, Fort Worth, TX 76109

RIA

CRD#: 329186

Fort Worth, TX

Past

January 9, 2023 - December 6, 2023

CLINE FINANCIAL

RIA

CRD#: 323924

AUSTIN, 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".

NOLET WEALTH MANAGEMENT, LLC

CRD#: 329186 / SEC#: 801-129319

RIA

Registered Investment Advisory firm - (1/5/2024 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
(1/8/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/30/2022

Uniform Investment Adviser Law Examination

Current Firm

NOLET WEALTH MANAGEMENT, LLC

CRD#: 329186 / SEC#: 801-129319

RIA

Registered Investment Advisory firm - (1/5/2024 Approved)

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Contact information

Main Address

306 W 7th Street Ste 640, Fort Worth, TX 76109

Mailing Address

Phone number

(817) 350-4342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (9/22/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 131,699,869

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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Jared D. Cline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Dawson Cline's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOLET WEALTH MANAGEMENT, LLC

CLINE FINANCIAL

Primary Firm SEC Registration

NOLET WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2022

Current Firm

NOLET WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOLET WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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