Jared
Reynolds

Wr Wealth Planners LLC

CRD#4452433
Investment Advisor
in Columbia, MO

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About this Advisor

Jared Reynolds is a financial advisor based in Columbia, Missouri, working with Wr Wealth Planners LLC. Jared has previously held positions at Waddell & Reed, Inc, Osage Bluff Marina Inc, All Children First, LLC Dba End Of The Rainbow, Reynolds Travel, J & N Properties LLC, Grindstone Village Properties LLC, The W Group LLC, Reynolds Holding Group LLC, V Wealth Advisors LLC, Wr Wealth Planners LLC, H&R Hilltop Ranch LLC, Molon Labe Express LLC, Rockbridge Amigos LLC, Juggernaut, LLC, Mountain Adventures, Lunch Money LLC, R2M2, LLC, G3 Farms, LLC, Wr Tax Planners LLC, and Lpl Financial. Jared has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Jared is part of Wr Wealth Planners LLC, which operates out of Columbia, Missouri. The firm has 5 offices and 22 employees. The firm manages assets totaling $482.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wr Wealth Planners LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 E Southampton Drive Suite 101
Columbia, MO 65203

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Wr Wealth Planners LLC Brokerage Details

Total Assets Under Management

$482,155,256

MO Average: $11,469,110,461
Total Number of Employees

22

MO Average: 458
Total Number of Accounts

3,070

MO Average: 33,415
Average Account Size

$157,054

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jared Reynolds Work History

2023 - Present (1 year)

Wr Tax Planners LLC

2021 - Present (3 years)

H&R Hilltop Ranch LLC

2021 - Present (3 years)

Molon Labe Express LLC

2021 - Present (3 years)

Rockbridge Amigos LLC

2021 - Present (3 years)

Juggernaut, LLC

2021 - Present (3 years)

Mountain Adventures

2020 - Present (4 years)

Wr Wealth Planners LLC

2017 - Present (7 years)

Lunch Money LLC

2017 - Present (7 years)

R2M2, LLC

2017 - Present (7 years)

G3 Farms, LLC

2010 - Present (14 years)

Grindstone Village Properties LLC

2009 - Present (15 years)

The W Group LLC

2004 - Present (20 years)

J & N Properties LLC

2003 - Present (21 years)

Reynolds Holding Group LLC

2017 - 2020 (3 years)

V Wealth Advisors LLC

2017 - 2020 (3 years)

Lpl Financial

2007 - 2017 (10 years)

Reynolds Travel

2005 - 2020 (15 years)

All Children First, LLC Dba End Of The Rainbow

2002 - 2017 (15 years)

Waddell & Reed, Inc

2002 - 2017 (15 years)

Waddell & Reed, Inc

1988 - 2018 (30 years)

Osage Bluff Marina Inc

Disclosures

Please visit the SEC profile of Jared Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wr Wealth Planners LLC

Simon Abegg
Columbia, MO
Thomas Squires
Columbia, MO
Graham Buresh
Columbia, MO
Gina Tedesco
Columbia, MO
Cooper Kaufman
Columbia, MO
Leonard Leetzow
Columbia, MO
Joni Rametta
Sarasota, FL
Benjamin Dierkes
Columbia, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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