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Jacob Samuel Ridley

Ridley Wealth Management

Round Rock, TX

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Current Employers
Ridley Wealth Management

Round Rock, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-12

Branch Locations

Round Rock, TX • 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
Privado Llc Austin TX 07/2012 01/2017
Astoria Strategic Wealth Austin TX 02/2017 10/2025
Church Fiduciary Llc Round Rock TX 10/2021 10/2024
Ridley Wealth Management, Llc Round Rock TX 06/2025 Present
The Association Of Hill Country Churches Austin TX 10/2025 Present
  • 07/2012 → 01/2017
    Privado Llc
    Austin, TX
  • 02/2017 → 10/2025
    Astoria Strategic Wealth
    Austin, TX
  • 10/2021 → 10/2024
    Church Fiduciary Llc
    Round Rock, TX
  • 06/2025 → Present
    Ridley Wealth Management, Llc
    Round Rock, TX
  • 10/2025 → Present
    The Association Of Hill Country Churches
    Austin, TX
Previous Registrations
  • 2017-03-09 → 2025-09-30
    New Braunfels, TX
    Round Rock, TX
  • 2022-01-04 → 2024-10-29
    Church Fiduciary Llc
    Round Rock, TX
Other Businesses

The Association of Hill Country Churches; non-investment related; 12124 Ranch Road 620 N, Austin, TX 78750; Treasurer; 10/2025; 3 hrs/mo; Ensuring the organization's financial health by managing finances, budgets, preparing regular financial reports for the board, and communicating financial information to help the board make informed decisions. This activity is unpaid.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-09
  • S65 Uniform Investment Adviser Law Examination
    2017-03-09
Designations

View on SEC IAPD

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