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Jared Ryan Fruth

Northwest Asset Management

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About Jared Ryan Fruth

Jared Ryan Fruth is an Investment Advisor Representative at Northwest Asset Management. Jared has over 10 years of experience in the financial services industry. Jared has a broad range of experience, having worked for several firms prior to joining Northwest Asset Management including FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Securities America, Inc. and KMS Financial Services, Inc.. Jared holds a Series 65 license, as well as the Series 99TO and SIE. Jared works with a wide range of clients including high-net-worth individuals, trusts, charitable organizations, and retirement plans. Jared's areas of specialization include retirement planning, investment management, tax planning and financial planning.

Firm Information

Jared Fruth is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Fruth’s Registration & Firm History

WA

12/07/2023 - Present

Northwest Asset Management (MERCER ISLAND WA)

GA

12/04/2020 - 02/18/2022

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

12/04/2020 - 02/18/2022

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

12/04/2020 - 02/18/2022

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

12/04/2020 - 02/18/2022

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NE

11/06/2020 - 12/10/2020

SECURITIES AMERICA, INC. (LAVISTA NE)

WA

01/31/2020 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 12/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2020

Series 99TO - Operations Professional Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Ryan Fruth.
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