Jared Christopher Siegel
Investment adviser representative at Aerodigm Wealth LLC
16 yearsExperience
2 statesRegistered in
$1.5BFirm assets
6 yearsFirm in business
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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
Experience
16 years in the industry.
- Aerodigm Wealth LLCAug 2016 to now
- Delap Wealth Advisory, LLCNov 2015 to now
- Delap LLPDec 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Aerodigm Wealth LLC
$1.5BAssets managed
256Clients
7Advisers
6 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
- 5482157
- Firm CRD
- 282312