Jared Reynolds, financial advisor Columbia MO
86 score

Jared Reynolds

CRD Number: 4452433
Current Firm: V Wealth Advisors LLC

Jared Reynolds (CRD# 4452433) is an Investment Advisor Representative working at V Wealth Advisors LLC in Columbia, MO and has over 16 years of experience in the finance industry. Jared Reynolds 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.

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Professional Designations
Company Name Location Dates Years
V Wealth Advisors LLC Overland Park, KS Jan 2017 - Current 1
Lpl Financial Columbia, MO Jan 2017 - Current 1
Grindstone Village Properties, LLC Columbia, MO Jan 2010 - Current 8
The W Group LLC Columbia, MO Jan 2009 - Current 9
All Children First, Llc Dba End Of The Rainbow Columbia, MO Dec 2005 - Current 12
J & N Properties, LLC Columbia, MO May 2004 - Current 13
Reynolds Holding Group LLC Columbia, MO Mar 2003 - Current 15
Osage Bluff Marina Inc Warsaw , MO Sep 1988 - Current 29
Reynolds Travel Columbia, MO Aug 2007 - Jan 2017 9
Various Insurance Carriers For W & R Insurance Agencies Columbia, MO Oct 2001 - Jan 2017 15
Waddell & Reed, Inc. Columbia, MO Sep 2001 - Jan 2017 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jared W. Reynolds
Phone Number: 913 827-4600
Firm Website: http://www.vwealth.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    626
    MILLIONS
  • Total Number of Accounts
    3,986
    ACCOUNTS
  • Average Account Value
    $157,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NY, OH, OK, PA, SC, TN, TX, VA

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BADGES
86

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