Jared Reynolds, financial advisor Columbia MO

Jared Reynolds

CRD Number: 4452433
Current Firm: Wr Wealth Planners LLC

Jared Reynolds (CRD# 4452433) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 22 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
Wr Tax Planners LLC Columbia, MO Sep 2023 - Current < 1
H&r Hilltop Ranch LLC Columbia, MO Aug 2021 - Current 2
Molon Labe Express LLC Columbia, MO Aug 2021 - Current 2
Rockbridge Amigos LLC Columbia, MO Jun 2021 - Current 2
Juggernaut, LLC Columbia, MO Feb 2021 - Current 3
Mountain Adventures Columbia, MO Feb 2021 - Current 3
Wr Wealth Planners LLC Columbia, MO May 2020 - Current 3
R2m2, LLC Columbia, MO Jan 2017 - Current 7
Lunch Money LLC Columbia, MO Jan 2017 - Current 7
G3 Farms, LLC Columbia, MO Jan 2017 - Current 7
Grindstone Village Properties LLC Columbia, MO Jan 2010 - Current 14
The W Group LLC Columbia, MO Jan 2009 - Current 15
J & N Properties LLC Columbia, MO May 2004 - Current 19
Reynolds Holding Group LLC Columbia, MO Mar 2003 - Current 21
All Children First, Llc Dba End Of The Rainbow Columbia, MO Dec 2005 - Dec 2020 15
V Wealth Advisors LLC Columbia, MO Jan 2017 - Jul 2020 3
Lpl Financial Columbia, MO Jan 2017 - Mar 2020 3
Osage Bluff Marina Inc. Warsaw, MO Sep 1988 - Jan 2018 29
Reynolds Travel Columbia, MO Aug 2007 - Jan 2017 9
Waddell & Reed, Inc. Columbia, MO Feb 2002 - Jan 2017 14
Waddell & Reed, Inc. Columbia, MO Jan 2002 - 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jared W. Reynolds
Phone Number: 573-875-3939
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    482
    MILLIONS
  • Total Number of Accounts
    3,070
    ACCOUNTS
  • Average Account Value
    $157,054
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CO, FL, GA, IA, IL, KS, KY, LA, MI, MO, NC, NE, NH, NY, OH, PA, TX, WA

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