Jared Machen has been Chief Operating Officer & Chief Compliance Officer of BWM Planning since September 2020, is a control person of the firm and directly owns between 10% and 25% of it.
BWM Planning LLC is a Houston, TX firm with $465M under management, 86 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Jared Machen’s longest registration is the current one, 6 years at BWM Planning since 2020. Before joining BWM Planning in 2020, Jared Machen was registered through Hill Investment Group and Boston Mountain Money Management, Inc.
- Brownlee Wealth ManagementCurrent– present · 6 yearsFort Worth, TX · Adviser representative · Firm CRD 304855
- Hill Investment Group– · 1 yearSt. Louis, MO · Adviser representative · Firm CRD 136452
- Boston Mountain Money Management, Inc.– · under a yearRogers, AR · Adviser representative · Firm CRD 143649
Investment adviser representative registrations
Jared Machen is registered as an investment adviser representative in Texas, since October 2020.
- TexasSince 14 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jared Michael Machen
- CRD
- 6492755
- Firm
- BWM Planning · CRD 304855
- Role
- Chief Operating Officer & Chief Compliance Officer
- Office
- 1227 W. Magnolia Ave, Suite 510, Fort Worth, TX 76104
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jared Machen work?
Jared Machen has been Chief Operating Officer & Chief Compliance Officer of BWM Planning LLC since September 2020, and is a control person of the firm.
Is Jared Machen a financial advisor?
Yes. Jared Machen has a current investment-adviser registration in Texas, through BWM Planning since October 2020.
How many years of experience does Jared Machen have?
Jared Machen has 7 years in the financial industry, since December 2018, across 3 adviser firms.
What exams has Jared Machen passed?
Jared Machen passed the Series 65 in February 2016.
Where did Jared Machen work before BWM Planning?
Before BWM Planning, Jared Machen was registered through Hill Investment Group, December 2017 to July 2019; Boston Mountain Money Management, Inc., August 2017 to November 2017.
Where is Jared Machen based?
Jared Machen’s registered office is in Fort Worth, TX.
Is Jared Machen registered with FINRA?
No. Jared Machen has no current broker registration.
How can I verify Jared Machen’s record?
Search CRD 6492755 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Machen’s full registration record.