Jared
Walsh
Reservoir Wealth Management
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About this Advisor
Jared Walsh is a financial advisor based in Lima, Ohio, working with Reservoir Wealth Management. Jared has previously held positions at 1St Global Capital Corp, Sielschott, Walsh, Keifer & Regula Cpas, Inc, 1St Global Advisors, Inc, and Reservoir Retirement Management, LLC. Jared has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Jared is part of Reservoir Wealth Management, which operates out of Lima, Ohio. The firm has 2 employees and manages assets totaling $151.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Reservoir Wealth Management includes asset-based, hourly, and other fees.
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Reservoir Wealth Management Brokerage Details
$151,620,260
2
868
$174,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jared Walsh Work History
Reservoir Retirement Management, LLC
Sielschott, Walsh, Keifer & Regula Cpas, Inc
1St Global Advisors, Inc
1St Global Capital Corp
Disclosures
Please visit the SEC profile of Jared Walsh 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 Reservoir Wealth Management
Lima, OH
Lima, OH
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