Unclaimed
Jared Funk is an investment advisor representative with Embree Financial Group in Chicago, IL. Jared is registered with the state of Illinois. Jared has 11 years of experience in the financial services industry. Jared has a Series 66, SIE and Series 7. Jared has previously worked for MML Investors Services, LLC in Chicago, IL.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/19/2023 - Present
Embree Financial Group (CHICAGO IL)
IL
07/25/2012 - 07/25/2023
MML INVESTORS SERVICES, LLC (CHICAGO IL)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jared Funk is the right advisor for you? Invested Better is here to help.