Unclaimed
Jared Karl Biggs is a financial professional with over 16 years of experience in the financial services industry. Jared is currently registered with OneAmerica Securities, Inc. and has been active in the industry since 2006. Jared is also registered as an Investment Advisor Representative with OneAmerica Securities, Inc. Jared has passed the Series 6, Series 63, Series 26, and Series 65 exams. Jared holds registrations in Arizona, Colorado, Idaho, Montana, Oregon, Utah, and Washington. Jared specializes in financial planning, portfolio management, and pension consulting. Jared works with a variety of clients, including individuals, corporations, and other businesses. Jared has a strong track record of helping his clients achieve their financial goals. Jared also works with Allegis Casualty, a P&C insurance company.
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.
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.
1
2
ID
09/10/2024 - Present
Oneamerica Securities, Inc. (NAMPA ID)
ID
05/26/2006 - 08/26/2016
FBL MARKETING SERVICES, LLC (CALDWELL ID)
IA
Issued 09/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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