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Jared Thomas Walsh

RESERVOIR RETIREMENT MANAGEMENT, LLC·LIMA, Ohio
SIE, Series 7, Series 66CFPClean record21 years registeredRESERVOIR RETIREMENT MANAGEMENT, LLC
2100 LOST CREEK BOULEVARD, LIMA, OH 45804CRD# 4844150Firm CRD# 293131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Thomas Walsh · LIMA, OH
Registration
CRD #4844150 · RESERVOIR RETIREMENT MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

RESERVOIR WEALTH MANAGEMENT
May 2018 – present
1ST GLOBAL ADVISORS INC
Feb 2005 – Jun 2018
LIMA, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 1, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RESERVOIR RETIREMENT MANAGEMENT, LLC
CRD 293131 · SEC 801-122212
AUM
$152M
Regulatory assets under management
Employees
2
868 client accounts
Services offered by RESERVOIR RETIREMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESERVOIR RETIREMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jared Thomas Walsh offer?
Jared Thomas Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIMA, Ohio for a consultation.
What are Jared Thomas Walsh's credentials?
Jared Thomas Walsh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jared Thomas Walsh located?
Jared Thomas Walsh is based in LIMA, Ohio, working with RESERVOIR RETIREMENT MANAGEMENT, LLC. Their office serves clients in the LIMA metropolitan area and surrounding communities.
How does Jared Thomas Walsh charge for services?
Jared Thomas Walsh's firm is compensated through percentage of aum, hourly charges, other: tax preparation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESERVOIR RETIREMENT MANAGEMENT, LLC?
RESERVOIR RETIREMENT MANAGEMENT, LLC has approximately 2 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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