Jake Ethridge has been an investment adviser representative at Peerless Wealth since August 2026, and is not listed among the firm’s executive officers or direct owners. Jake Ethridge holds a Degree in Computer Science from Ohio University.
Peerless Wealth LLC is a Columbus, OH firm with $149M under management, 220 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Jake Ethridge is Associate Wealth Advisor of Peerless Wealth. Working directly alongside Erik Thompson, he assists with portfolio analysis, model management, investment research, and the ongoing implementation of client investment strategies.
- Peerless WealthCurrent– present · under a yearColumbus, OH · Adviser representative · Firm CRD 305807
Investment adviser representative registrations
Jake Ethridge is registered as an investment adviser representative in Ohio, since August 2026.
- OhioSince 21 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 17 August 2026 |
| Series 66 | Uniform Combined State Law Examination | 27 April 2026 |
| SIE | Securities Industry Essentials Examination | 23 December 2024 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jake William Ethridge
- CRD
- 7864515
- Firm
- Peerless Wealth · CRD 305807
- Office
- 1 E. CAMPUS VIEW BLVD., SUITE 210, Columbus, OH 43235
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- peerless-wealth.com
Where does Jake Ethridge work?
Jake Ethridge is an investment adviser representative registered through Peerless Wealth LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jake Ethridge a financial advisor?
Yes. Jake Ethridge has a current investment-adviser registration in Ohio, through Peerless Wealth since August 2026.
How many years of experience does Jake Ethridge have?
Jake Ethridge has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Jake Ethridge passed?
Jake Ethridge has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in December 2024.
Where is Jake Ethridge based?
Jake Ethridge’s registered office is in Columbus, OH.
Is Jake Ethridge registered with FINRA?
Yes. Jake Ethridge has a current broker registration, under CRD 7864515.
Source: FINRA BrokerCheck
How can I verify Jake Ethridge’s record?
Search CRD 7864515 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jake Ethridge’s full registration record.
