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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.

  1. Newedge Advisors, LLC.Jan 2025 to now
  2. Wr Tax Planners LLCSep 2023 to Jan 2025
  3. H&r Hilltop Ranch LLCAug 2021 to Jan 2025
  4. Molon Labe Express LLCAug 2021 to Jan 2025
  5. Rockbridge Amigos LLCJun 2021 to Jan 2025
  6. Juggernaut, LLCFeb 2021 to Jan 2025
  7. Mountain AdventuresFeb 2021 to Jan 2025
  8. Wr Wealth Planners LLCMay 2020 to Jan 2025
  9. G3 Farms, LLCJan 2017 to Jan 2025
  10. Lunch Money LLCJan 2017 to Jan 2025
  11. R2m2, LLCJan 2017 to Jan 2025
  12. V Wealth Advisors LLCJan 2017 to Jul 2020
  13. LPL FinancialJan 2017 to Mar 2020
  14. Grindstone Village Properties LLCJan 2010 to Jan 2025
  15. The W Group LLCJan 2009 to Jan 2025
  16. Reynolds TravelAug 2007 to Jan 2017
  17. All Children First, LLC dba End of the RainbowDec 2005 to Dec 2020
  18. J & N Properties LLCMay 2004 to Jan 2025
  19. Reynolds Holding Group LLCMar 2003 to Jan 2025
  20. Waddell & Reed, Inc.Jan 2002 to Jan 2017
  21. 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
Advisor's SEC record (opens in a new tab)
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