Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Sweeney is a financial advisor with over 10 years of experience in the financial services industry. Jared has worked at several prominent firms including J.P. Morgan Securities LLC, Morgan Stanley, and Lion Street Financial, LLC. Currently, Jared is an investment advisor representative with Mission Wealth Management, LP. Jared holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Jared's areas of expertise include family wealth management, financial planning, and portfolio management.
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.
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.
Family wealth management
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
MA
01/31/2023 - Present
Mission Wealth Management, LP (Walpole MA)
MA
05/23/2018 - 09/13/2022
LION STREET FINANCIAL, LLC (Quincy MA)
MA
03/20/2014 - 08/12/2016
MORGAN STANLEY (BOSTON MA)
NY
10/01/2012 - 02/25/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/18/2009 - 05/04/2010
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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