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Jacob Christopher Squires

Aspen Wealth Management, LLC

Fort Worth, TX

CRD 8070029

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Employer firm

Aspen Wealth Management, LLC CRD 159594

$658M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Aspen Wealth Management, Llc

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-17
  • TX RA
    APPROVED
    Since 2025-04-17

Branch Locations

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • 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
North Texas Marine Forth Worth TX 01/2016 02/2025
Aspen Wealth Management Fort Worth TX 03/2025 Present
  • 01/2016 → 02/2025
    North Texas Marine
    Forth Worth, TX
  • 03/2025 → Present
    Aspen Wealth Management
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17

View on SEC IAPD

Nearby Firms

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M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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