Unclaimed
Jared Lee Collum is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Jared has been in the industry for over 1 year and is registered in 7 states. Jared offers portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. In addition, Jared has a separate business named Pentas Wealth Management. Jared is licensed with Series 7TO, SIE, and Series 66 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
09/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Moultrie GA)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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