Jared Walsh (CRD# 4844150) is an Investment Advisor Representative working at Reservoir Wealth Management in Lima, OH and has over 19 years of experience in the finance industry. Jared Walsh 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# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2334231
Osaic Wealth, Inc.
CRD# 4774894
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reservoir Retirement Management, LLC | Lima, OH | Apr 2018 - Current | 6 |
| Sielschott, Walsh, Keifer & Regula Cpas, Inc. | Lima, OH | Jun 2000 - Current | 23 |
| 1st Global Advisors, Inc. | Lima, OH | Jan 2005 - Apr 2018 | 13 |
| 1st Global Capital Corp | Lima, OH | Sep 2004 - Apr 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- OH
- TX
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts868ACCOUNTS
-
Average Account Value$174,678
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OH, TX
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