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Jaydon Jedi Wargin

Investment adviser representative at Liberty Financial Group, Inc.
12 yearsExperience
2 statesRegistered in
$194.3MFirm assets
4 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Liberty Financial Group, Inc.Jul 2019 to now
  2. VeoliaMay 2019 to Aug 2020
  3. Milwaukee Area Technical CollegeAug 2018 to May 2019
  4. University of Wisconsin-milwaukeeAug 2016 to May 2018
  5. Milwaukee County ParksJun 2014 to Sep 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, WI).

Liberty Financial Group, Inc.

$194.3MAssets managed
238Clients
2Advisers
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
8275611
Firm CRD
111272
Advisor's SEC record (opens in a new tab)
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