Jerred Michael Horace Crowley

Employer firm

Bright Wealth Management, LLC CRD 169771

$265M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 10/2022
  Cotiviti
  Mckinney, TX
• 05/2017 → 03/2020
  Audio Fidelity Dba Whitlock
  Flower Mound, TX
• 05/2014 → 04/2017
  24/7 Intouch - Netflix Campaign
  Frisco, TX
• 11/2022 → 05/2024
  Td Ameritrade
  Southlake, TX
• 05/2024 → 11/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2025 → Present
  Bright Wealth Management, Llc
  Lewisville, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2023-04-26