JA
Jared Archer
WPWEALTH LLP
Fort Worth, TX 76102
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CRD#: 7852358
JA
Professional summary
Jared Archer is a registered financial advisor currently at WPWEALTH LLP located in Fort Worth, Texas.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jared has worked at 1 firm .
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 Jared Archer'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
January 17, 2024 - Present
WPWEALTH LLP
Office #1: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102RIA
CRD#: 145467
Fort Worth, 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".
WL
WPWEALTH LLP
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
CRD#: 145467 / SEC#: 801-68528
RIA
Registered Investment Advisory firm - (1/2/2008 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(1/17/2024)
Exams
Current Firm
WL
WPWEALTH LLP
WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.
CRD#: 145467 / SEC#: 801-68528
RIA
Registered Investment Advisory firm - (1/2/2008 Approved)PREMIUM
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Contact information
Main Address
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102
Mailing Address
Phone number
(817) 259-9100
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (1 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
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.
