Investment adviser representative · Tfo Wealth Partners

Jaden G. McMullen

CRD 7655082 · Maumee, OH

At a glance

Jaden G. McMullen is an investment adviser representative with Tfo Wealth Partners in Maumee, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jaden’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Tfo Wealth PartnersSince July 2025Maumee, OH · $5.7B in regulatory assets

SEC adviser record

Registered since: 2025 (1 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Jaden’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: Locked
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

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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.

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