Jared Walsh has been Managing Partner, CCO of Reservoir Retirement Management since January 2005, is a control person of the firm and directly owns 75% or more of it.
Reservoir Retirement Management, LLC is a Lima, OH firm with $209M under management, 460 clients and 2 advisers in one office, as of its February 2026 filing.
Jared Walsh’s longest registration was 13 years at 1st Global Advisors Inc (2005–2018). Before joining Reservoir Retirement Management in 2018, Jared Walsh was registered through 1st Global Advisors Inc.
- Reservoir Wealth ManagementCurrent– present · 8 yearsLima, OH · Adviser representative · Firm CRD 293131
- 1st Global Advisors Inc– · 13 yearsLima, OH · Adviser representative · Firm CRD 111133
Investment adviser representative registrations
Jared Walsh is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2018; the most recent is Texas, in August 2018.
- OhioSince 14 May 2018
- TexasResidentSince 6 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 December 2004 |
| Series 7 | General Securities Representative Examination | 8 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jared Thomas Walsh
- CRD
- 4844150
- Firm
- Reservoir Retirement Management · CRD 293131
- Role
- Managing Partner, CCO
- Office
- 2100 LOST CREEK BOULEVARD, Lima, OH 45804
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Jared Walsh work?
Jared Walsh has been Managing Partner, CCO of Reservoir Retirement Management, LLC since January 2005, and is a control person of the firm.
Is Jared Walsh a financial advisor?
Yes. Jared Walsh has a current investment-adviser registration in Ohio and Texas, through Reservoir Retirement Management since May 2018.
How many years of experience does Jared Walsh have?
Jared Walsh has 21 years in the financial industry, since November 2004, across 2 adviser firms.
What exams has Jared Walsh passed?
Jared Walsh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2004. FINRA credited Jared Walsh with the SIE, which began in October 2018.
Where is Jared Walsh based?
Jared Walsh’s registered office is in Lima, OH.
Is Jared Walsh registered with FINRA?
No. Jared Walsh has no current broker registration.
How can I verify Jared Walsh’s record?
Search CRD 4844150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Walsh’s full registration record.