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Jared James Prazen

Stronghold Capital Partners LLC

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About Jared James Prazen

Jared James Prazen is an investment advisor representative with Stronghold Capital Partners LLC. Jared has been a registered investment advisor representative for more than 10 years. His previous employment includes positions with Transamerica Financial Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Jared is licensed in Utah and has passed the Series 6, Series 63 and Series 65 examinations. He provides advisory services to individuals and acts as a solicitor.

Firm Information

Jared Prazen is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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solicitor

Solicitor

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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other

Solicitor fees

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Jared Prazen’s Registration & Firm History

AZ

06/27/2024 - Present

Stronghold Capital Partners LLC (GILBERT AZ)

UT

08/06/2013 - 03/31/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)

UT

01/01/2008 - 04/04/2008

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

07/31/1997 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 02/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared James Prazen.
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