Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared O'Neal is a financial advisor with Raymond James & Associates, Inc. in DESTIN, FL. Jared has been in the industry since 2003 and has a diverse background in financial services. Jared has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jared holds Series 6, 7, 24, 63, and 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/12/2018 - Present
Raymond James & Associates, Inc. (DESTIN FL)
FL
04/28/2014 - 07/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (DESTIN FL)
FL
07/21/2010 - 04/28/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/30/2008 - 07/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/04/2007 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
09/20/2005 - 09/06/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (DAYTON OH)
MD
10/15/2002 - 01/18/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
04/26/2002 - 09/17/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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