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Inactive

Jaden Robert Bookser

Thepartners Wealth Management

Sinking Spring, PA

Carmel By The Sea, CA

CRD 7796945

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Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

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

Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-16
  • PA RA
    APPROVED
    Since 2025-07-16

Branch Locations

1042 Columbia Ave, Sinking Spring, PA 19608 • United States

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • 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
Berks Catholic Highschool Reading PA 09/2014 05/2019
Snyder Landscaping Bernville PA 05/2020 08/2020
Unemployed Robesonia PA 09/2020 05/2021
Snyder Landscaping Robesonia PA 05/2021 08/2021
Unemployed Robesonia PA 08/2021 06/2022
Techtronic Industries Tti Wyomissing PA 06/2022 08/2022
Penn State University State College PA 08/2019 05/2023
Unemployed Robesonia PA 05/2023 08/2023
Coactive Wealth Strategies Sinking Springs PA 08/2023 05/2025
Osaic Wealth, Inc. Sinking Spring PA 10/2024 05/2025
Thepartners Wealth Management Carmel-By-The-Sea CA 05/2025 Present
  • 09/2014 → 05/2019
    Berks Catholic Highschool
    Reading, PA
  • 05/2020 → 08/2020
    Snyder Landscaping
    Bernville, PA
  • 09/2020 → 05/2021
    Unemployed
    Robesonia, PA
  • 05/2021 → 08/2021
    Snyder Landscaping
    Robesonia, PA
  • 08/2021 → 06/2022
    Unemployed
    Robesonia, PA
  • 06/2022 → 08/2022
    Techtronic Industries Tti
    Wyomissing, PA
  • 08/2019 → 05/2023
    Penn State University
    State College, PA
  • 05/2023 → 08/2023
    Unemployed
    Robesonia, PA
  • 08/2023 → 05/2025
    Coactive Wealth Strategies
    Sinking Springs, PA
  • 10/2024 → 05/2025
    Osaic Wealth, Inc.
    Sinking Spring, PA
  • 05/2025 → Present
    Thepartners Wealth Management
    Carmel-By-The-Sea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-15
  • S66 Uniform Combined State Law Examination
    2025-07-15

View on SEC IAPD

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