JF
CFP
JF
CFP

Jared Ford

19 Years of Experience
Midlothian, TX
BrokerSells Insurance

Jared Ford is a CFP-designated registered investment advisor, based in Midlothian, TX, with 19 years of industry experience.

Location

717 W. Main St., Suite 9, Midlothian, TX, 76065

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jared manages lake house real estate, physical assets of a dental business, and operates as the owner of Ford Innovative Wealth Strategies. He also works as an insurance agent with Avantax Insurance Agency and/or Avantax Insurance Services, and uses indexed annuities as part of financial planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
July 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2022 - September 2025 · 2 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2022 - September 2025 · 2 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2020 - November 2022 · 2 yrs 6 mos
Smith Anglin Financial, LLC
May 2020 - October 2022 · 2 yrs 5 mos
First Command Advisory Services
May 2018 - May 2020 · 2 yrs
First Command Financial Planning, INC.Broker
May 2018 - May 2020 · 2 yrs
H.D. Vest Advisory Services, INC
May 2016 - May 2018 · 2 yrs
Hd Vest Investment ServicesBroker
May 2016 - May 2018 · 2 yrs
Raymond James Financial Services Advisors, INC
October 2013 - April 2016 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2013 - April 2016 · 2 yrs 7 mos
H.D. Vest Investment ServicesBroker
December 2011 - October 2013 · 1 yr 10 mos
H.D. Vest Investment ServicesBroker
March 2006 - January 2011 · 4 yrs 10 mos
Farmers Financial Solutions, LLCBroker
July 2005 - December 2005 · 5 mos
State Registrations10 states
ALIAKYMONVOHOKTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.