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JC

Jake T. Carlyle

SENDERO WEALTH MANAGEMENT
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 8031380
JC

Professional summary

Jake Tyler Carlyle is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jake has worked at 1 firm and has passed the Series 65 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Tyler Carlyle'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

May 12, 2025 - Present

SENDERO WEALTH MANAGEMENT, LLC

Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209
RIA
CRD#: 145594
San Antonio, 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".
SW
SENDERO WEALTH MANAGEMENT, LLC
E-WEALTH BY SENDERO | SENDERO WEALTH MANAGEMENT, LLC | SENDERO SECURITIES, LLC | EWEALTH BY SENDERO

CRD#: 145594 / SEC#: 801-68572

RIA
Registered Investment Advisory firm - (11/30/2007 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
(5/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2024
Securities Industry Essentials Examination

Current Firm

SW
SENDERO WEALTH MANAGEMENT, LLC
E-WEALTH BY SENDERO | SENDERO WEALTH MANAGEMENT, LLC | SENDERO SECURITIES, LLC | EWEALTH BY SENDERO

CRD#: 145594 / SEC#: 801-68572

RIA
Registered Investment Advisory firm - (11/30/2007 Approved)
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Contact information

Main Address
250 W. Nottingham Suite 300, San Antonio, TX 78209
Mailing Address
Phone number
(210) 805-0171
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (5 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

SENDERO WEALTH - FORM ADV PART 2A BROCHURE - AUGUST 2020 (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,842
AUM (Assets Under Management)$ 5,823,154,458

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

SENDERO WEALTH MANAGEMENT, LLC

CRD#: 145594San Antonio, TX 78209

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