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Jason Anthony Madero

Wealth Watch Advisors, Inc

Fair Oaks Ranch, TX

CRD 6312397

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Employer firm

Wealth Watch Advisors, Inc CRD 172002

$612M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Wealth Watch Advisors, Inc

S Valley Hwy 8310, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-22
  • TX RA
    APPROVED
    Since 2023-09-22

Branch Locations

402 E Sunterra Blvd Suite 262, Fair Oaks Ranch, TX 78015 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc San Antonio TX 10/2014 10/2022
New York Life Insurance Company San Antonio TX 09/2014 10/2022
Wealth Watch Advisors Edglewood CO 09/2023 Present
Cavalry Air Care Fair Oaks Branch TX 03/2022 Present
  • 10/2014 → 10/2022
    Nylife Securities Llc
    San Antonio, TX
  • 09/2014 → 10/2022
    New York Life Insurance Company
    San Antonio, TX
  • 09/2023 → Present
    Wealth Watch Advisors
    Edglewood, CO
  • 03/2022 → Present
    Cavalry Air Care
    Fair Oaks Branch, TX
Other Businesses

[Cavalry Air Care, LLC; I am a investor in a HVAC, air duct cleaning, air duct install, insulation install, and indoor air quality business; 28926 bucking bull, fair oaks ranch texas 78015; Start Date 07/2022; Role/Title: Owner/ Investor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; passive investor]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-05
S63 Uniform Securities Agent State Law Examination 2018-11-20
  • S65 Uniform Investment Adviser Law Examination
    2023-09-05
  • S63 Uniform Securities Agent State Law Examination
    2018-11-20

View on SEC IAPD

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