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Jarrod Gabriel Sandra

Chisholm Wealth Management

Burleson, TX

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Current Employers
Chisholm Wealth Management

1308 Nw John Jones Dr, Burleson, TX 76028 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-04-03
TX RA APPROVED 2022-05-10
  • LA RA
    APPROVED
    Since 2023-04-03
  • TX RA
    APPROVED
    Since 2022-05-10

Branch Locations

1308 Nw John Jones Dr, Burleson, TX 76028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 05/2013 04/2022
Chisholm Wealth Management Llc Crowley TX 04/2022 Present
Advisor Resource Council Dallas TX 09/2022 04/2024
  • 05/2013 → 04/2022
    Fidelity Investments
    Westlake, TX
  • 04/2022 → Present
    Chisholm Wealth Management Llc
    Crowley, TX
  • 09/2022 → 04/2024
    Dallas, TX
Previous Registrations
Other Businesses

Chisholm Wealth Management; Investment Related; 724 Lake View Dr., Crowley, TX 76036; Advisory Firm; Owner and Chief Compliance Officer; 4/2022; 160 hrs; 160 hrs;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-28
  • S66 Uniform Combined State Law Examination
    2013-03-28
Designations

View on SEC IAPD

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