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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared A. Martin is an investment advisor representative at Innovest Portfolio Solutions LLC. Jared has been in the industry since 2000 and is registered in California, Colorado, and Texas. Jared has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and corporations or other businesses. Jared is a Certified Financial Planner and specializes in portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Jared's previous experience includes working at ICMA-RC SERVICES, LLC, FORESTERS EQUITY SERVICES, INC., JACKSON NATIONAL LIFE DISTRIBUTORS, INC., and NYLIFE SECURITIES INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/29/2024 - Present
Innovest Portfolio Solutions LLC (DENVER CO)
DC
01/03/2005 - 06/07/2016
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CA
07/08/2003 - 12/31/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TN
02/14/2002 - 07/15/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
09/28/2000 - 01/16/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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