Unclaimed
Jared Russell is an Investment Advisor Representative at Tradeway, based in San Antonio, Texas. Jared holds a Series 65 license, and has been in the industry since July 26, 2017. Jared is also a licensed Investment Advisor in Texas. In addition to his role with Tradeway, Jared is the owner/operator of a Christmas light installation business and also works as a contractor for a retail fireworks store.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
07/26/2017 - Present
Tradeway (San Antonio TX)
IA
Issued 07/26/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jared Russell is the right advisor for you? Invested Better is here to help.