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Jared Scott Neven

Investment Adviser Representative at Sowell Management

Spring, TXCRD #6204652Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jared Scott Neven is an investment adviser representative with Sowell Management in Spring, TX, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Baker Tilly Wealth Management, LLC and Erben Associates, LLC. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/4/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sowell ManagementCurrent
7/19/2023 – Spring, TX
Baker Tilly Wealth Management, LLC
10/8/2020 – 7/19/2023Houston, TX
Erben Associates, LLC
4/24/2018 – 10/2/2020Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kestra Investment Services, LLC
    Mar 2015 – Apr 2018Austin, TX
  2. United States Army Reserve
    Mar 2011 – Mar 2019San Antonio, TX
  3. Erben Associates, LLC
    Apr 2018 – Oct 2020Austin, TX
  4. United States ARMY Reserve
    Mar 2011 – Mar 2017San Antonio, TX
  5. Baker Tilly Wealth Management, LLC
    Oct 2020 – Jul 2023Houston, TX
  6. Baker Tilly US, LLP
    Oct 2020 – Jul 2023Houston, TX
  7. Baker Tilly Capital, LLC
    Jul 2021 – Jul 2023Houston, TX
  8. Sowell Management
    Jul 2023 – no end date reportedSpring, TX
  9. Bellwether Advisory Group
    Jul 2023 – no end date reportedSpring, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sowell Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
106
Offices listed on AdvisorFinder:
26
Main office:
North Little Rock, AR
SEC file number:
801-63991

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Scott Neven has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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