Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Lechusz is a financial advisor currently affiliated with U.S. Bancorp Investments, Inc., where Jared has been with the firm since January 2022. Prior to joining the firm, Jared was previously affiliated with LPL Financial LLC and BMO Harris Financial Advisors, Inc.. Jared is a Series 6, Series 63 and SIE licensed financial professional and holds registrations in the state of Wisconsin. Jared specializes in providing a range of financial services, including financial planning, portfolio management for individuals and businesses, and publication of periodicals. Jared works with a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
01/20/2022 - Present
U.s. Bancorp Investments, Inc. (New Berlin WI)
IL
03/24/2021 - 01/11/2022
LPL FINANCIAL LLC (GURNEE IL)
IL
07/20/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (GURNEE IL)
WI
01/19/2016 - 04/07/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (KENOSHA WI)
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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