Jared Meese has been Chief Compliance Officer of Shearwater Capital since June 2007, is not listed as a control person, but directly owns under 5% of the firm.
Shearwater Capital, LLC is a Denver, CO firm with $427M under management, 180 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- Shearwater CapitalCurrent– present · 18 yearsBallwin, MO · Adviser representative · Firm CRD 115399
Investment adviser representative registrations
Jared Meese is registered as an investment adviser representative in 5 states. The first approvals date from March 2008; the most recent is Florida, in July 2012.
- CaliforniaSince 25 June 2012
- ColoradoSince 25 June 2012
- FloridaSince 17 July 2012
- IllinoisSince 22 June 2012
- MissouriSince 12 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2000 |
| Series 7 | General Securities Representative Examination | 25 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jared Andrew Meese
- CRD
- 4243017
- Firm
- Shearwater Capital · CRD 115399
- Role
- Chief Compliance Officer
- Office
- Ballwin, MO
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jared Meese work?
Jared Meese has been Chief Compliance Officer of Shearwater Capital, LLC since June 2007.
Is Jared Meese a financial advisor?
Yes. Jared Meese has a current investment-adviser registration in California, Colorado, Florida, Illinois and Missouri, through Shearwater Capital since March 2008.
How many years of experience does Jared Meese have?
Jared Meese has 18 years in the financial industry, since March 2008, across 1 adviser firm.
What exams has Jared Meese passed?
Jared Meese has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2000.
Where is Jared Meese based?
Jared Meese’s registered office is in Ballwin, MO.
Is Jared Meese registered with FINRA?
No. Jared Meese has no current broker registration.
How can I verify Jared Meese’s record?
Search CRD 4243017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Meese’s full registration record.
