Chief Compliance Officer · XP Advisory US, Inc.
Jared R. Wilson
CRD 5322068 · Named on Form ADV at one SEC-registered adviser
At a glance
XP Advisory US, Inc., an SEC-registered private fund adviser based in Miami, FL with $792 million in regulatory assets, lists Jared R. Wilson on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- XP Advisory US, Inc.Chief Compliance OfficerPrivate fund adviser · Miami, FL · $792M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Cesar F. FilhoOfficer, Head of Wealth Management, XP Advisory US, Inc.
- Adelia M. GomezOperations Officer, XP Advisory US, Inc.
- Marcelo A. CoscarelliOfficer, Treasurer and President, XP Advisory US, Inc.
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.