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Jared Anthony Espinoza

Raymond James Financial Services, Inc.

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About Jared Anthony Espinoza

Jared Anthony Espinoza is a financial advisor at Raymond James Financial Services, Inc. in Littleton, Colorado. Jared has been in the financial industry since 2023 and has experience with Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. Jared has a Series 63, Series 7TO and SIE license.

Firm Information

Jared Espinoza is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jared Espinoza’s Registration & Firm History

CO

07/29/2024 - Present

Raymond James Financial Services, Inc. (Littleton CO)

CO

12/21/2023 - 07/29/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)

CO

07/29/2022 - 04/28/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 08/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Anthony Espinoza.
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