Jacob T Ayres
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
26 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wpwealth LLPSep 2022 to now
- Charles ProthroMay 2020 to now
- Northwestern Mutual Wealth Management CompanyDec 2018 to now
- Northwestern Mutual Investment Services LLCMay 2018 to now
- Tait CruseNov 2019 to May 2020
- David HagoodOct 2018 to Apr 2020
- David SanderferOct 2018 to Apr 2020
- Bryan GoodfriedOct 2018 to Jul 2019
- Jason LuceJun 2018 to Apr 2020
- Josh JacobsApr 2018 to Jul 2018
- Charles SchwabFeb 2018 to Apr 2018
- Northwestern Mutual Investment Services LLCJul 2017 to Feb 2018
- Northwestern Mutual Life Insurance CompanyFeb 2017 to Feb 2018
- U of Texas at ArlingtonAug 2000 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpwealth LLP
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6742381
- 145467