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Jared Monaco Luft

Performance Trust Capital Partners, LLC

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About Jared Monaco Luft

Jared Monaco Luft has been in the financial services industry since August 4, 2002. Jared is currently registered with Performance Trust Capital Partners, LLC. Jared has been registered with Performance Trust Capital Partners, LLC since January 14, 2020. Prior to joining Performance Trust Capital Partners, LLC, Jared was employed at Sandler, O'Neill & Partners, L.P. from June 25, 2002 to December 3, 2019. Jared is licensed in 11 states including Connecticut, Illinois, New Jersey, and New York. Jared has passed several industry exams, including Series 7, Series 24, Series 30, Series 63, Series 79, and the SIE exam.

Firm Information

Jared Luft is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jared Luft’s Registration & Firm History

TN

01/14/2020 - Present

Performance Trust Capital Partners, LLC (Nashville TN)

NY

06/25/2002 - 12/03/2019

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 03/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jared Monaco Luft.
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