Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Edward Newman is an investment advisor representative with LPL Financial LLC. Jared has been in the industry since March 26, 2002. Jared has a Series 7, Series 66, and Series 65 license and is currently registered in Georgia, North Carolina, South Carolina, and Tennessee. In addition to working for LPL Financial, Jared also works as a Regional Director Private Banking SVP for United Community Bank. Jared has worked in the past with CETERA INVESTMENT SERVICES LLC, SUNTRUST INVESTMENT SERVICES, INC, PNC INVESTMENTS, FIRST CITIZENS INVESTOR SERVICES, INC, FIFTH THIRD SECURITIES, INC, AMSOUTH INVESTMENT SERVICES, INC, and UBS PAINEWEBBER INC. Jared’s specializations include investment strategies, retirement planning, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
08/06/2024 - Present
LPL Financial LLC (CORNELIUS NC)
NC
01/12/2018 - 05/22/2024
CETERA INVESTMENT SERVICES LLC (MOORESVILLE NC)
NC
11/29/2013 - 09/27/2017
SUNTRUST INVESTMENT SERVICES, INC. (Hickory NC)
NC
10/03/2012 - 12/02/2013
PNC INVESTMENTS (FOREST CITY NC)
NC
09/13/2006 - 10/01/2012
FIRST CITIZENS INVESTOR SERVICES, INC. (HICKORY NC)
FL
02/20/2003 - 08/01/2006
FIFTH THIRD SECURITIES, INC. (SARASOTA FL)
AL
03/15/2002 - 12/09/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
01/09/2001 - 10/19/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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