Jared W Mcbride

Current Employers

Goalfusion Wealth Management

Austin, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-18

TX RA
APPROVED

Since 2020-10-18

Branch Locations

Austin, TX • United States

Pflugerville, TX • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Austin	TX	09/2015	07/2020
Goalfusion Wealth Management, Llc	Austin	TX	07/2020	Present
Goalfusion Tax Consulting Llc	Pflugerville	TX	01/2025	Present
Mcbride Tax Consulting	Pflugerville	TX	10/2019	12/2024

09/2015 → 07/2020

Ameriprise Financial Services, Inc.

Austin, TX
07/2020 → Present

Goalfusion Wealth Management, Llc

Austin, TX
01/2025 → Present

Goalfusion Tax Consulting Llc

Pflugerville, TX
10/2019 → 12/2024

Mcbride Tax Consulting

Pflugerville, TX

Previous Registrations

2015-09-17 → 2020-07-17

Ameriprise Financial Services, Llc

Austin, TX

Austin, TX

Other Businesses

1. GOALFUSION TAX CONSULTING LLC; NOT INVESTMENT RELATED; 2911 A W GRIMES BLVD STE 610 PFLUGERVILLE, TX 78660; TAX CONSULTING AND PREPARATION; OWNER; START 01/2025; APPROX 10 HOURS/MONTH; APPROX 0 HOURS/MONTH DURING TRADING HOURS; MEET WITH CLIENTS TO DISCUSS TAX PLANNING AND PREPARE TAX RETURNS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-03

S66 Uniform Combined State Law Examination

2015-08-03

Designations

View on SEC IAPD