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Jared Christopher Siegel

Delap Wealth Advisory, LLC

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About Jared Christopher Siegel

Jared Christopher Siegel is an investment advisor representative with Delap Wealth Advisory, LLC located in Lake Oswego, Oregon. Jared has been in the financial industry since 2008 and has experience working with a variety of clients including high net worth individuals, corporations and other businesses. Jared holds the Series 65, Series 66, and Series 7 licenses. Jared is also a partner in Delap LLP, an accounting firm, and has extensive experience in business and product development.

Firm Information

Jared Siegel is currently registered with Delap Wealth Advisory, LLC. Delap Wealth Advisory, LLC is a registered investment advisor located in Lake Oswego, OR. The firm manages approximately $545,647,028 in assets for individuals, corporations, and other businesses. Delap Wealth Advisory provides financial planning and portfolio management services.
Delap Wealth Advisory, LLC

5885 MEADOWS ROAD

LAKE OSWEGO, OR 97035

$545.65M

Assets Under Management

6

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Siegel’s Registration & Firm History

OR

08/20/2016 - Present

Delap Wealth Advisory, LLC (LAKE OSWEGO OR)

OR

09/08/2009 - 12/01/2009

LPL FINANCIAL CORPORATION (PORTLAND OR)

OR

01/07/2009 - 09/08/2009

ASSOCIATED SECURITIES CORP. (PORTLAND OR)

OR

01/30/2008 - 12/31/2008

FSC SECURITIES CORPORATION (PORTLAND OR)

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Licenses & Designations

IA

Issued 12/09/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Christopher Siegel.
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