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Jacob T Ayres

Wpwealth LLP

Fort Worth, TX

CRD 6742381

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Employer firm

Wpwealth LLP CRD 145467

$1.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Wpwealth Llp

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-02
  • TX RA
    APPROVED
    Since 2022-09-02

Branch Locations

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • 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
U Of Texas At Arlington Arlington TX 08/2000 05/2017
Northwestern Mutual Investment Services Llc Fort Worth TX 07/2017 02/2018
Northwestern Mutual Investment Services Llc Fort Worth TX 05/2018 Present
Josh Jacobs Fort Worth TX 04/2018 07/2018
Charles Schwab West Lake TX 02/2018 04/2018
Northwestern Mutual Life Insurance Company Fort Worth TX 02/2017 02/2018
Jason Luce Fort Worth TX 06/2018 04/2020
David Sanderfer Fort Worth TX 10/2018 04/2020
Bryan Goodfried Fort Worth TX 10/2018 07/2019
David Hagood Fort Worth TX 10/2018 04/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2018 Present
Tait Cruse Dallas TX 11/2019 05/2020
Charles Prothro Fort Worth TX 05/2020 Present
  • 08/2000 → 05/2017
    U Of Texas At Arlington
    Arlington, TX
  • 07/2017 → 02/2018
    Northwestern Mutual Investment Services Llc
    Fort Worth, TX
  • 05/2018 → Present
    Northwestern Mutual Investment Services Llc
    Fort Worth, TX
  • 04/2018 → 07/2018
    Josh Jacobs
    Fort Worth, TX
  • 02/2018 → 04/2018
    Charles Schwab
    West Lake, TX
  • 02/2017 → 02/2018
    Northwestern Mutual Life Insurance Company
    Fort Worth, TX
  • 06/2018 → 04/2020
    Jason Luce
    Fort Worth, TX
  • 10/2018 → 04/2020
    David Sanderfer
    Fort Worth, TX
  • 10/2018 → 07/2019
    Bryan Goodfried
    Fort Worth, TX
  • 10/2018 → 04/2020
    David Hagood
    Fort Worth, TX
  • 12/2018 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2019 → 05/2020
    Tait Cruse
    Dallas, TX
  • 05/2020 → Present
    Charles Prothro
    Fort Worth, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-30
  • S63 Uniform Securities Agent State Law Examination
    2017-11-30
Designations
  • Certified Financial Planner
Other Names
  • Tyler Ayres
  • Tyler Ayres
  • Jacob Tyler Ayres

View on SEC IAPD

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