JB
Jaden R. Bookser
THEPARTNERS WEALTH MANAGEMENT
Sinking Spring, PA 19608
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CRD#: 7796945
JB
Professional summary
Jaden Robert Bookser is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Sinking Spring, Pennsylvania.
Jaden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jaden has worked at 2 firms and has passed the Series 66, 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jaden Robert Bookser's 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®
NoneExperience
Current
July 16, 2025 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 1042 Columbia Ave, Sinking Spring, PA 19608RIA
CRD#: 314816
Sinking Spring, PA
Past
January 10, 2025 - April 2, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
sinking spring, PA
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 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
Pennsylvania(7/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/9/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Sinking Spring, PA 19608TRUST BUT VERIFY
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