Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Lea is a financial advisor registered with Strategic Wealth Group. Jared is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66 and SIE licenses. Jared has been in the financial industry for over 6 years. Jared has experience working with high-net-worth individuals, corporations, and pension plans. Jared's firm, Strategic Wealth Group, offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees
1
2
MN
02/27/2018 - Present
Strategic Wealth Group (EDEN PRAIRIE MN)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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