Chief Compliance Officer · Shearwater Capital
Jared A. Meese
CRD 4243017 · Named on Form ADV at one SEC-registered adviser
At a glance
Shearwater Capital, an SEC-registered wealth manager based in Denver, CO with $427 million in regulatory assets, lists Jared A. Meese on its Form ADV as Chief Compliance Officer.
Firms and roles
- Shearwater CapitalChief Compliance OfficerWealth manager · Denver, CO · $427M in regulatory assets
AtlasMembers
Jared’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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Colleagues named on the same filings
- Jeffrey J. BrownPrincipal, Shearwater Capital
- Eric S. MaldenPrincipal, Shearwater Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.