Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Weiss is a financial advisor with Vanguard Advisers, Inc. Jared has been a Registered Representative (RR) for 24 years and a Registered Investment Advisor (RIA) for 15 years. Jared is also a Certified Financial Planner™ professional. Jared is located in Scottsdale, AZ. Prior to joining Vanguard Advisers, Inc. Jared was with MML Investors Services, LLC, Pruco Securities, LLC, USAA Financial Advisors, Inc. and USAA Investment Management Company. Jared has experience in investment planning, retirement planning, and other financial services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
12/06/2016 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
NJ
05/11/2015 - 12/02/2016
PRUCO SECURITIES, LLC. (NEWARK NJ)
AZ
04/01/2014 - 04/30/2015
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
08/31/2007 - 03/11/2014
USAA FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
03/01/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
DE
08/07/2002 - 05/03/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
06/19/2000 - 06/18/2002
ING FUNDS DISTRIBUTOR, INC. (WINDSOR CT)
MA
12/15/1999 - 06/26/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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