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Inactive

Jaydon Jedi Wargin

Liberty Financial Group, Inc.

Elm Grove, WI

CRD 8275611

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Employer firm

Liberty Financial Group, Inc. CRD 111272

$194M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Liberty Financial Group, Inc.

13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-17
WI RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-06-17
  • WI RA
    APPROVED
    Since 2026-05-21

Branch Locations

13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122 • 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
Liberty Financial Group, Inc. Elm Grove WI 07/2019 Present
Veolia Milwaukee WI 05/2019 08/2020
Milwaukee County Parks Wauwatosa WI 06/2014 09/2021
Milwaukee Area Technical College West Allis WI 08/2018 05/2019
University Of Wisconsin-Milwaukee Milwaukee WI 08/2016 05/2018
  • 07/2019 → Present
    Liberty Financial Group, Inc.
    Elm Grove, WI
  • 05/2019 → 08/2020
    Veolia
    Milwaukee, WI
  • 06/2014 → 09/2021
    Milwaukee County Parks
    Wauwatosa, WI
  • 08/2018 → 05/2019
    Milwaukee Area Technical College
    West Allis, WI
  • 08/2016 → 05/2018
    University Of Wisconsin-Milwaukee
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23
Other Names
  • Jaydon Wargin

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GTG WEALTH MANAGEMENT, LLC
EDWARD JONES

Nearby Investors

Dean Arthur Strom
Michael Allen Dearing
Joshua Thomas Nett

Nearby Offices

LPL FINANCIAL LLC · ELM GROVE, WI
GTG WEALTH MANAGEMENT, LLC · ELM GROVE, WI
EDWARD JONES · Elm Grove, WI

More in Elm Grove, WI

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