Jared Powell
Jared Powell is a registered investment advisor at Western Wealth Management LLC, based in Johnstown, CO, with 22 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
5255 Ronald Reagan Blvd., Suite 200, Johnstown, CO, 80534
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Jared is involved with several businesses, including LongView Wealth Strategies, Jared A. Powell LLC, and Jared A Powell Properties LLC. He also sells non-variable insurance products through Associates of Clifton Park and Advisor Insurance Solutions, dedicating minimal time to the latter.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.