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Jared H Bovinet

W & S Brokerage Services, Inc.

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About Jared H Bovinet

Jared Bovinet is a financial professional with over 9 years of experience in the financial services industry. Jared currently holds a Series 63, Series 66, Series 7 and SIE licenses. He is registered with W&S Brokerage Services, Inc. and has previously worked with companies such as Charles Schwab & Co., Inc. and Prudential Insurance Company of America. Jared is also a Certified Financial Planner. Jared has a strong focus on providing financial planning and portfolio management services to individuals.

Firm Information

Jared Bovinet is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jared Bovinet’s Registration & Firm History

SC

06/07/2024 - Present

W&S Brokerage Services, Inc. (GREENVILLE SC)

NJ

10/02/2023 - 06/03/2024

PRUCO SECURITIES, LLC. (NEWARK NJ)

NC

02/09/2023 - 10/04/2023

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

SC

08/17/2022 - 01/24/2023

CHARLES SCHWAB & CO., INC. (Greenville SC)

PA

04/04/2014 - 03/10/2022

FIDELITY BROKERAGE SERVICES LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared H Bovinet.
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