Unclaimed Profile

Jared Michael Machen

BWM PLANNING LLC·THE WOODLANDS, Texas

Series 65Clean record8 years registeredBWM PLANNING LLC

8111 ASHLANE WAY, THE WOODLANDS, TX 77382CRD# 6492755Firm CRD# 304855

Profile Verification

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

Identity

Jared Michael Machen · THE WOODLANDS, TX

Registration

CRD #6492755 · BWM PLANNING LLC · 8 years registered

Brand Profile

Not yet started

Career History

BROWNLEE WEALTH MANAGEMENT

Oct 2020 – present

HILL INVESTMENT GROUP

Dec 2017 – Jul 2019

ST. LOUIS, MO

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Aug 2017 – Nov 2017

ROGERS, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 22, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BWM PLANNING LLC

CRD 304855 · SEC 801-127789

AUM

$212M

Regulatory assets under management

Employees

218 client accounts

Services offered by BWM PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BWM PLANNING LLC →

Introduction

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Frequently Asked Questions

What services does Jared Michael Machen offer?

Jared Michael Machen specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Jared Michael Machen's credentials?

Jared Michael Machen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Michael Machen located?

Jared Michael Machen is based in THE WOODLANDS, Texas, working with BWM PLANNING LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Jared Michael Machen charge for services?

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

How large is BWM PLANNING LLC?

BWM PLANNING LLC has approximately 3 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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