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Managing Partner, CCO · Reservoir Wealth Management

Jared T. Walsh

CRD 4844150 · Named on Form ADV at one SEC-registered adviser

At a glance

Reservoir Wealth Management, an SEC-registered wealth manager based in Lima, OH with $209 million in regulatory assets, lists Jared T. Walsh on its Form ADV as Managing Partner, CCO, a control person.

Firms and roles

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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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: 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.