Jared
Reynolds
Wr Wealth Planners LLC
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About this Advisor
Jared Reynolds is a certified financial planner based out of Columbia, Missouri with 3 years of industry experience. Reynolds is on the advisory team at Wr Wealth Planners LLC. Over the course of their career, Reynolds has held roles at Waddell & Reed, Inc, Osage Bluff Marina Inc, Various Insurance Carriers For W & R Insurance Agencies, 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, Wr Wealth Planners, V Wealth Advisors LLC and Lpl Financial. Reynolds maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Wr Wealth Planners LLC is a registered investment business operating out of Columbia, MO. The firm has offices in two locations and a total of 17 people on staff. It handles $354 million in assets under management across its 2,356 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 2,356 accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules typically vary depending on the financial services offered. However, fee types billed by Wr Wealth Planners LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wr Wealth Planners LLC Brokerage Details
$353,963,748
17
2,356
$150,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jared Reynolds Work History
Jared has been registered as a financial advisor for 3 years.*
Wr Wealth Planners
Grindstone Village Properties, LLC
The W Group LLC
All Children First, LLC Dba End Of The Rainbow
J & N Properties, LLC
Reynolds Holding Group LLC
Osage Bluff Marina Inc
V Wealth Advisors LLC
Lpl Financial
Reynolds Travel
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
