Investment adviser representative · Waterway Wealth Management, L.L.C.
Ariel N. Jasso
CRD 6614441 · The Woodlands, TX
At a glance
Ariel N. Jasso is an investment adviser representative with Waterway Wealth Management, L.L.C. in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ariel’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- Waterway Wealth Management, L.L.C.Since February 2024The Woodlands, TX · $676M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ariel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Waterway Wealth Management, L.L.C.
- Ross C. KingThe Woodlands · Certified Financial Planner
- Jessica L. McCainThe Woodlands · Certified Financial Planner
- Daniel P. MichalkThe Woodlands · Certified Financial Planner, Chartered Financial Consultant
- Nicholas OldhamThe Woodlands
- Daniel R. TrgovichThe Woodlands · Chartered Financial Analyst
Every advisor at Waterway Wealth Management, L.L.C. →Waterway Wealth Management, L.L.C.: assets, clients and custodians →Financial advisors in The Woodlands, TX →Every Waterway Wealth Management, L.L.C. advisor in The Woodlands →Advisor Moves: who changed firms this week →