Unclaimed
Jared Walker is an investment advisor representative with Hightower Advisors, LLC. Jared has been in the industry since 2020 and is registered in California. Jared holds the Series 66 and the Series 7TO and the SIE exams. Jared specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
06/15/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
BOTH
Issued 06/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jared Walker is the right advisor for you? Invested Better is here to help.