Jacob Squires has been an investment adviser representative at Aspen Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners.
Aspen Wealth Management, LLC is a Fort Worth, TX firm with $658M under management, 353 clients and 6 advisers across 2 offices, as of its April 2026 filing.
- Aspen Wealth Management, LLCCurrent– present · 1 yearFort Worth, TX · Adviser representative · Firm CRD 159594
Investment adviser representative registrations
Jacob Squires is registered as an investment adviser representative in Texas, since April 2025.
- TexasSince 17 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Christopher Squires
- CRD
- 8070029
- Firm
- Aspen Wealth Management · CRD 159594
- Office
- 4200 S. HULEN ST., SUITE 422, Fort Worth, TX 76109
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Squires work?
Jacob Squires is an investment adviser representative registered through Aspen Wealth Management, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Squires a financial advisor?
Yes. Jacob Squires has a current investment-adviser registration in Texas, through Aspen Wealth Management since April 2025.
How many years of experience does Jacob Squires have?
Jacob Squires has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Jacob Squires passed?
Jacob Squires passed the Series 65 in April 2025.
Where is Jacob Squires based?
Jacob Squires’ registered office is in Fort Worth, TX.
Is Jacob Squires registered with FINRA?
No. Jacob Squires has no current broker registration.
How can I verify Jacob Squires’ record?
Search CRD 8070029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Squires’ full registration record.
