Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Chrisman Cole is a financial advisor at Raymond James Financial Services Advisors, Inc. Jared Chrisman Cole has been in the industry since 2007. Jared Chrisman Cole is registered with the state of Texas as an Investment Advisor Representative and is licensed in 18 states. Jared Chrisman Cole has earned the Series 7, Series 10, Series 9, and Series 66 licenses and has held various positions within the industry at Edward Jones and Raymond James Financial Services Advisors, Inc..
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (MCKINNEY TX)
TX
02/26/2007 - 03/03/2017
EDWARD JONES (MCKINNEY TX)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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