Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Zuflacht is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jared has been active in the financial services industry since 2003. Jared is licensed to offer securities in 27 states and is registered to provide investment advice in New York and Texas. Jared's previous experience includes time with Raymond James & Associates, Inc., Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC and Morgan Stanley DW Inc. Jared holds the Series 7, Series 31, and Series 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.
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.
Investment consulting services to institutional clients
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
NY
07/16/2019 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
09/06/2016 - 07/03/2019
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
03/25/2013 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/10/2008 - 03/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/30/2004 - 10/20/2008
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
03/04/2004 - 06/16/2004
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
01/27/2003 - 03/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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