Jared Wayne Reynolds
Investment adviser representative at Newedge Advisors
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Newedge Advisors, LLC.Jan 2025 to now
- Wr Tax Planners LLCSep 2023 to Jan 2025
- H&r Hilltop Ranch LLCAug 2021 to Jan 2025
- Molon Labe Express LLCAug 2021 to Jan 2025
- Rockbridge Amigos LLCJun 2021 to Jan 2025
- Juggernaut, LLCFeb 2021 to Jan 2025
- Mountain AdventuresFeb 2021 to Jan 2025
- Wr Wealth Planners LLCMay 2020 to Jan 2025
- G3 Farms, LLCJan 2017 to Jan 2025
- Lunch Money LLCJan 2017 to Jan 2025
- R2m2, LLCJan 2017 to Jan 2025
- V Wealth Advisors LLCJan 2017 to Jul 2020
- LPL FinancialJan 2017 to Mar 2020
- Grindstone Village Properties LLCJan 2010 to Jan 2025
- The W Group LLCJan 2009 to Jan 2025
- Reynolds TravelAug 2007 to Jan 2017
- All Children First, LLC dba End of the RainbowDec 2005 to Dec 2020
- J & N Properties LLCMay 2004 to Jan 2025
- Reynolds Holding Group LLCMar 2003 to Jan 2025
- Waddell & Reed, Inc.Jan 2002 to Jan 2017
- Osage Bluff Marina IncSep 1988 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MO).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4452433
- Firm CRD
- 171351