# Jared Walsh

> Jared Walsh is a fee-only financial advisor at Reservoir Wealth Management in Lima, Ohio, who holds the CFP credential. Reservoir Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-walsh/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Reservoir Wealth Management
- **Based in:** Lima, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $208.8M across 887 accounts
- **Credentials:** CFP
- **CRD:** 4844150 (https://adviserinfo.sec.gov/individual/summary/4844150)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.reservwealth.com

## Frequently asked questions

### Is Jared Walsh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Reservoir Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared's firm, Reservoir Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jared Walsh based?

Jared Walsh is based in Lima, Ohio.

### What credentials does Jared Walsh hold?

Jared Walsh holds the CFP credential.

### Is Jared Walsh registered with the SEC?

Yes. Jared Walsh is registered as an investment adviser representative in OH and TX (CRD 4844150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Reservoir Wealth Management manage?

Reservoir Wealth Management reports $208.8M across 887 accounts in assets under management.

### How do I contact Jared Walsh?

Through Jared's website, www.reservwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4844150): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.