Jared Ross Marx
Investment adviser representative at Wealthspire Retirement Advisory
12 yearsExperience
1 stateRegistered in
CFADesignation
$38.6BFirm 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
Experience
12 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Nov 2022 to Oct 2025
- Kestra Advisory Services, LLCSep 2016 to Nov 2022
- Kestra Investment Services, LLCSep 2016 to Nov 2022
- The Meltzer GroupDec 2014 to Nov 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 6700224
- Firm CRD
- 121254