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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 Lynn is an investment advisor representative at AGW Capital Advisors. Jared is licensed to provide investment advice in Florida. Jared holds a Series 65 license and has been in the industry since October 2022. Jared's experience includes working at Florida State University and Stetson University. Jared specializes in providing investment advice to charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth 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.
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.
Project consulting or analysis
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.
Project based fees
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2
FL
10/30/2023 - Present
AGW Capital Advisors (TAMPA FL)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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