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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 Copeland is a financial advisor with United Capital Financial Advisors. Jared Copeland is registered with the state of Utah as an investment advisor representative. Jared Copeland has been in the securities industry since 2016. Jared Copeland is also a registered representative with FINRA. Jared Copeland holds the Series 6, Series 63, and Series 65 licenses. Jared Copeland is also licensed to conduct business in Utah. Jared Copeland's primary office location is in Salt Lake City, Utah. Jared Copeland has worked at Goldman Sachs & Co. LLC and OneAmerica Securities, Inc. in the past. Jared Copeland's current firm is United Capital Financial Advisors. Jared Copeland has a diverse background and experience in financial planning, portfolio management, and wealth management services. Jared Copeland specializes in working with high-net-worth individuals, families, and businesses.
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.
Sub-adviser for other investment advisers
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.
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2
UT
07/13/2021 - Present
United Capital Financial Advisors (Salt Lake City UT)
UT
09/22/2021 - 11/16/2023
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
UT
11/28/2016 - 02/27/2021
ONEAMERICA SECURITIES, INC. (LOGAN UT)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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