Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Schumann is a financial advisor with SVB Wealth. Jared has been in the financial services industry for over 10 years and has experience working with both individual and institutional clients. Jared has a strong background in investment management, financial planning, and wealth management. Jared holds the Series 3, 7, 66 and SIE licenses and is registered with the state of California, New York and Texas. Jared is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Planned giving, family office, wealth planning
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
NY
05/11/2021 - Present
SVB Wealth (NEW YORK NY)
NJ
09/08/2015 - 04/06/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/02/2011 - 08/14/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/23/2010 - 11/19/2010
COHEN CAPITAL GROUP, LLC (NEW YORK NY)
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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