Jared Wegrzyn
Investment adviser representative at Liberty Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 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 feePerformance-basedOther
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
10 years in the industry.
- Liberty Wealth Management, LLCNov 2022 to now
- Lifetime Planning Marketing, Inc.Nov 2022 to now
- Mfa Financial PlanningJun 2022 to now
- Creative Planning, LLCJun 2021 to May 2022
- Heyman Investment GroupOct 2017 to Jun 2021
- Christopher Newport University Residence LifeAug 2017 to Apr 2020
- SubwayJun 2017 to Aug 2017
- Christopher Newport UniversityAug 2016 to May 2021
- Christopher Newport University AthleticsAug 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Liberty Wealth Management, LLC
$1.7BAssets managed
1,554Clients
23Advisers
8 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
- 7032292
- Firm CRD
- 286001