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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-06-22 |
| TX | RA | APPROVED | 2016-06-22 |
Branch Locations
5255 Ronald Reagan Blvd. Suite 200, Johnstown, CO 80534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jared A Powell Llc | Windsor | CO | 01/2004 | Present |
| Jared A Powell Properties Llc | Windsor | CO | 10/2012 | Present |
| Lpl Financial, Llc | Johnstown | CO | 10/2015 | Present |
| Western Wealth Management Llc | Johnstown | CO | 06/2016 | 11/2025 |
| Western Wealth Management, Llc | Windsor | CO | 11/2025 | Present |
1. 10/26/2015 - LongView Wealth Strategies -INV REL - 5255 Ronald Reagan Blvd., Suite 200 Johnstown, CO 80534 - DBA for LPL Business (entity for LPL business)/ 100%/ JOHNSTOWN, CO 2. 10/26/2015 - Jared A. Powell LLC/ Business Entity For Tax, Investment Purposes Only/ 0%/ JOHNSTOWN, CO 3. 10/26/2015 - Jared A Powell Properties LLC/ Real Estate Rental/ 1%/ JOHNSTOWN, CO 4. 10/27/2015 - Western Wealth Management - INV REL - 14143 Denver West Parkway, Suite 510 Golden, CO 80401 - Registered Investment Advisor Hybrid - 50% TIME SPENT - IAR 5. 10/27/2015 - Western Wealth Management, LLC - INV REL - 14143 Denver West Parkway, Suite 510 Golden, CO 80401 - Registered Investment Advisor DBA - 50% TIME SPENT - IAR 6. 02/12/2016 - Associates of Clifton Park - INV REL - 5255 Ronald Reagan Blvd., Suite 200 Johnstown, CO 80534 - Non-Variable Insurance - START 01/13/2016 - I will be selling LTC products through Associates of Clifton Park. 7. 8/22/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Non-Variable Insurance Trails Only - Start Date:10/28/2015 - 0 Hours Per Month/0 Hours During Trading. 8. 11/20/2023 - Advisor Insurance Solutions - Inv Related - At Reported Business location(s) - Non-Variable Insurance - Agent - Start Date: 9/6/2023 - 2 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-25 |
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