Jared Alan Powell

Financial advisor at Western Wealth Management, LLC · Johnstown, CO

Last updated 2026-10-10

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Jared Alan Powell is a financial advisor at Western Wealth Management, LLC in Johnstown, CO, CRD 4675735. Licenses and exams on the registration: Series 66. IAPD registration began 2003-07-28.

Registration

CRD number
4675735
Registration status
Active
IAPD registration
2003-07-28
Industry Experience
23 years
Work Experience
22 years
States registered
CO, TX

Licenses and exams

  • Series 66

Work history

  • 2004-01 to Present · Jared A Powell LLC · Windsor, CO
  • 2012-10 to Present · Jared A Powell Properties LLC · Windsor, CO
  • 2015-10 to Present · Lpl Financial, LLC · Johnstown, CO
  • 2016-06 to 2025-11 · Western Wealth Management LLC · Johnstown, CO
  • 2025-11 to Present · Western Wealth Management, LLC · Windsor, CO

Current employment

SEC IAPD record for Jared Alan Powell

Western Wealth Management, LLC

Regulatory AUM
$5,357,377,284
Registered advisors
112
Offices
69
Clients per advisor
100.5 (Moderate)
Average AUM per client
$476.1K (Low)
High-net-worth client ratio
29.1% (Moderate)

Western Wealth Management, LLC: advisors, services and reported ETF investments

About

Jared Alan Powell is a financial advisor at Western Wealth Management LLC in Johnstown, CO. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 22 years of reported work history. Reported roles include Lpl Financial, LLC, Jared A Powell Properties LLC, Jared A Powell LLC, among others.

SEC disclosures list additional business and community activities: 1: , suite 200 johnstown, co 80534 - dba for lpl business (entity for lpl business)/ 100%/ johnstown, co 2; 10/26/2015 - jared a.

Western Wealth Management, LLC's firm-level Form ADV reports 112 advisors across 69 offices; approximately 100.5 clients per advisor, average assets per client of $476,084, and regulatory AUM of $5.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $1.9B across 546 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jared Alan Powell personally.

Reported ETF positions

Western Wealth Management reports 546 ETF positions worth $1.9B on Form 13F; the largest are listed.

Largest ETF positions reported by Western Wealth Management
FundReported value
QQQ — Invesco QQQ Trust, Series 1$91.8M
QQQM — Invesco NASDAQ 100 ETF$76.4M
SPYM — State Street SPDR Portfolio S&P 500 ETF$65.4M
CGDV — Capital Group Dividend Value ETF$55.1M
SPY — SPDR S&P 500 ETF TRUST$45.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Western Wealth Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

5255 Ronald Reagan Blvd., Johnstown, CO 80534

3 advisors at this office.

Western Wealth Management office in Johnstown, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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