Jacob Ayres (CRD# 6742381) is an Investment Advisor Representative working at Wpwealth LLP in Fort Worth, TX and has over 6 years of experience in the finance industry. Jacob Ayres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Prothro | Fort Worth, TX | May 2020 - Current | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2018 - Current | 5 |
Northwestern Mutual Investment Services LLC | Fort Worth, TX | May 2018 - Current | 6 |
Tait Cruse | Dallas, TX | Nov 2019 - May 2020 | < 1 |
David Sanderfer | Fort Worth, TX | Oct 2018 - Apr 2020 | 1 |
David Hagood | Fort Worth, TX | Oct 2018 - Apr 2020 | 1 |
Jason Luce | Fort Worth, TX | Jun 2018 - Apr 2020 | 1 |
Bryan Goodfried | Fort Worth, TX | Oct 2018 - Jul 2019 | < 1 |
Josh Jacobs | Fort Worth, TX | Apr 2018 - Jul 2018 | < 1 |
Charles Schwab | West Lake, TX | Feb 2018 - Apr 2018 | < 1 |
Northwestern Mutual Investment Services LLC | Fort Worth, TX | Jul 2017 - Feb 2018 | < 1 |
Northwestern Mutual Life Insurance Company | Fort Worth, TX | Feb 2017 - Feb 2018 | 1 |
U Of Texas At Arlington | Arlington, TX | Aug 2000 - May 2017 | 16 |
Rolling Hills Country Club | Arlington, TX | Jul 2015 - May 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2017 |
- TX
-
Total Assets Under Management873MILLIONS
-
Total Number of Accounts2,307ACCOUNTS
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Average Account Value$378,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
TX
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