Best Investors Account Sign in
Inactive

Jared Tobin

Olive Wealth Management

Houston, TX

Claim This Profile
Current Employers
Olive Wealth Management

1333 Heights Boulevard Suite 101, Houston, TX 77008 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-09
  • TX RA
    APPROVED
    Since 2022-08-09

Branch Locations

1333 Heights Boulevard Suite 101, Houston, TX 77008 • 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
Texas Tech University Lubbock TX 08/2016 12/2020
Olive Wealth Management, Llc Houston TX 02/2021 Present
  • 08/2016 → 12/2020
    Texas Tech University
    Lubbock, TX
  • 02/2021 → Present
    Olive Wealth Management, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29
Designations

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor