Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Neven is an investment advisor representative with Sowell Management and has been in the industry since 2015. Jared is a Certified Financial Planner and has been registered in Texas since 2023. Jared has experience in investment advisory services, financial planning, and portfolio management for individuals and businesses. Prior to joining Sowell Management, Jared worked at Kestra Investment Services, LLC in Austin, Texas. Jared's other business affiliations include Bellwether Advisory Group.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
07/19/2023 - Present
Sowell Management (Spring TX)
WI
08/06/2021 - 07/19/2023
BAKER TILLY CAPITAL, LLC (MADISON WI)
TX
05/09/2018 - 10/05/2020
M HOLDINGS SECURITIES, INC. (AUSTIN TX)
TX
05/04/2017 - 04/06/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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