Alden Abshire has been an investment adviser representative at Winnacle Wealth since September 2026, and is not listed among the firm’s executive officers or direct owners. Alden Abshire studied at Baylor University.
Winnacle Wealth, LLC is a Waco, TX firm with $145M under management, 385 clients and 5 advisers in one office, as of its May 2026 filing.
Alden Abshire is an Associate at Winnacle Wealth, based in Waco, Texas. He spent several years as an Analyst with J.P. Morgan Private Bank in Dallas before joining Winnacle Wealth. He has passed Levels I and II of the CFA® Program and is a Level III candidate.
Alden Abshire’s longest registration was 2 years at J.P. Morgan Securities LLC (2024–2026). Before joining Winnacle Wealth in 2026, Alden Abshire was registered through J.P. Morgan Securities LLC.
- Winnacle Wealth, LLCCurrent– present · under a yearWaco, TX · Adviser representative · Firm CRD 317181
- J.P. Morgan Securities LLC– · 2 yearsDallas, TX · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Alden Abshire is registered as an investment adviser representative in Texas, since September 2026.
- TexasSince 28 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 September 2024 |
| Series 7TO | General Securities Representative Examination | 19 August 2024 |
| SIE | Securities Industry Essentials Examination | 27 March 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alden David Abshire
- CRD
- 7551010
- Firm
- Winnacle Wealth · CRD 317181
- Office
- 200 W. HWY 6, SUITE 330, Waco, TX 76712
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winnaclewealth.com
Where does Alden Abshire work?
Alden Abshire is an investment adviser representative registered through Winnacle Wealth, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alden Abshire a financial advisor?
Yes. Alden Abshire has a current investment-adviser registration in Texas, through Winnacle Wealth since September 2026.
How many years of experience does Alden Abshire have?
Alden Abshire has 2 years in the financial industry, since August 2024, across 2 adviser firms.
What exams has Alden Abshire passed?
Alden Abshire has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2024.
Where is Alden Abshire based?
Alden Abshire’s registered office is in Waco, TX.
Is Alden Abshire registered with FINRA?
No. Alden Abshire has no current broker registration.
How can I verify Alden Abshire’s record?
Search CRD 7551010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alden Abshire’s full registration record.
