Unclaimed Profile

Jared Wayne Reynolds

WR WEALTH PLANNERS LLC·COLUMBIA, Missouri

SIE, Series 7, Series 66CFP24 years registeredWR WEALTH PLANNERS LLC

200 E. SOUTHAMPTON DRIVE, COLUMBIA, MO 65203CRD# 4452433Firm CRD# 306951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Wayne Reynolds · COLUMBIA, MO

Registration

CRD #4452433 · WR WEALTH PLANNERS LLC · 24 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Jan 2025 – present

WR WEALTH PLANNERS LLC

May 2020 – Jan 2025

COLUMBIA, MO

V WEALTH ADVISORS LLC

Jan 2017 – Jul 2020

Columbia, MO

WADDELL & REED

Aug 2013 – Jan 2017

COLUMBIA, MO

WADDELL & REED

Feb 2002 – Aug 2013

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 21, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2011Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WR WEALTH PLANNERS LLC

CRD 306951 · SEC 801-118523

AUM

$482M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by WR WEALTH PLANNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WR WEALTH PLANNERS LLC →

Introduction

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Frequently Asked Questions

What services does Jared Wayne Reynolds offer?

Jared Wayne Reynolds specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.

What are Jared Wayne Reynolds's credentials?

Jared Wayne Reynolds holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jared Wayne Reynolds located?

Jared Wayne Reynolds is based in COLUMBIA, Missouri, working with WR WEALTH PLANNERS LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Jared Wayne Reynolds charge for services?

Jared Wayne Reynolds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WR WEALTH PLANNERS LLC?

WR WEALTH PLANNERS LLC has approximately 22 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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