Jared Shawn Argo
Investment adviser representative at Advisor Share Wealth Management, LLC
28 yearsExperience
4 statesRegistered in
$376.9MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Advisor Share Wealth Management, LLCAug 2026 to now
- Argo Retirement Solutions dbaSep 2022 to now
- Creative Financial Designs, IncJun 2022 to Dec 2025
- Cfd InvestmentsJan 2022 to Dec 2025
- Lincoln InvestmentSep 2021 to Dec 2021
- Bullseye ConstructionAug 2018 to Sep 2021
- Sherwin WilliamsAug 1998 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (CO, NM, OK, TX).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 7415094
- Firm CRD
- 307997