Jaden Robert Bookser
Investment adviser representative at Thepartners Wealth Management
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
4 yearsFirm in business
Are you Jaden Robert Bookser? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Thepartners Wealth ManagementMay 2025 to now
- Osaic Wealth, Inc.Oct 2024 to May 2025
- Coactive Wealth StrategiesAug 2023 to May 2025
- UnemployedMay 2023 to Aug 2023
- Techtronic Industries TtiJun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- Snyder LandscapingMay 2021 to Aug 2021
- UnemployedSep 2020 to May 2021
- Snyder LandscapingMay 2020 to Aug 2020
- Penn State UniversityAug 2019 to May 2023
- Berks Catholic HighschoolSep 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 7796945
- Firm CRD
- 314816