Jared McBride has been Managing Member & Chief Compliance Officer of GoalFusion Wealth Management since January 2024, is a control person of the firm and directly owns between 10% and 25% of it. Jared McBride holds a BS in Accounting from Utah State University and an MBA from Weber State University.
Goalfusion Wealth Management, LLC is a firm with $238M under management, 302 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Jared McBride is Founding Partner of GoalFusion Wealth Management and a Private Wealth Advisor. He has 11 years of experience in the financial services industry. He is the founder of GoalFusion Tax Consulting, a tax planning and tax preparation firm, and assists clients with IRS correspondence.
Jared McBride’s longest registration is the current one, 6 years at GoalFusion Wealth Management since 2020. Before joining GoalFusion Wealth Management in 2020, Jared McBride was registered through Ameriprise Financial Services, LLC.
- Goalfusion Wealth ManagementCurrent– present · 6 yearsPflugerville, TX · Adviser representative · Firm CRD 309756
- Ameriprise Financial Services, LLC.– · 4 yearsAustin, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by GoalFusion Wealth Management
- CFP®
- EA
- CTP®
Investment adviser representative registrations
Jared McBride is registered as an investment adviser representative in Texas, since July 2020.
- TexasSince 17 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 August 2015 |
| Series 7 | General Securities Representative Examination | 15 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jared W McBride
- CRD
- 6090029
- Firm
- GoalFusion Wealth Management · CRD 309756
- Role
- Managing Member & Chief Compliance Officer
- Office
- Pflugerville, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goalfusion.com
Where does Jared McBride work?
Jared McBride has been Managing Member & Chief Compliance Officer of Goalfusion Wealth Management, LLC since January 2024, and is a control person of the firm.
Is Jared McBride a financial advisor?
Yes. Jared McBride has a current investment-adviser registration in Texas, through GoalFusion Wealth Management since July 2020.
How many years of experience does Jared McBride have?
Jared McBride has 11 years in the financial industry, since July 2015, across 2 adviser firms.
What exams has Jared McBride passed?
Jared McBride has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2015. FINRA credited Jared McBride with the SIE, which began in October 2018.
Where did Jared McBride work before GoalFusion Wealth Management?
Before GoalFusion Wealth Management, Jared McBride was registered through Ameriprise Financial Services, LLC., September 2015 to July 2020.
Where is Jared McBride based?
Jared McBride’s registered office is in Pflugerville, TX.
Is Jared McBride registered with FINRA?
No. Jared McBride has no current broker registration.
Is Jared McBride a CFP?
GoalFusion Wealth Management lists Jared McBride with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jared McBride’s record?
Search CRD 6090029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared McBride’s full registration record.
