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Jared Stephen Todd

Veritas Private Wealth Management

Franklin, TN

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Current Employers
Veritas Private Wealth Management

2550 Meridian Boulevard, Suite 200, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-12
TN RA APPROVED 2026-01-08
  • FL RA
    APPROVED
    Since 2026-05-12
  • TN RA
    APPROVED
    Since 2026-01-08

Branch Locations

2550 Meridian Boulevard, Suite 200, Franklin, TN 37067 • 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
First Trust Advisors, L.P. Austin TX 05/2015 12/2025
Veritas Private Wealth Management, Llc Arrington TN 12/2025 Present
  • 05/2015 → 12/2025
    First Trust Advisors, L.P.
    Austin, TX
  • 12/2025 → Present
    Veritas Private Wealth Management, Llc
    Arrington, TN
Previous Registrations
  • 2015-08-12 → 2026-01-16
    First Trust Advisors Lp
    Austin, TX
    Wheaton, IL
    Austin, TX
    Austin, TX
    Wheaton, IL
    Spring, TX
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-12
S63 Uniform Securities Agent State Law Examination 2015-08-05
  • S65 Uniform Investment Adviser Law Examination
    2015-08-12
  • S63 Uniform Securities Agent State Law Examination
    2015-08-05

View on SEC IAPD

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