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Jared Stoddard Jess

Zions Direct, Inc.

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About Jared Stoddard Jess

Jared Stoddard Jess is a financial advisor at Zions Direct, Inc. Jared is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 66, and Series 52TO licenses. Jared has been in the financial services industry since May 11, 2019. Prior to joining Zions Direct, Inc., Jared was employed by Fidelity Brokerage Services LLC in Salt Lake City, Utah. Jared is registered with the state of Utah as well as 51 other states.

Firm Information

Jared Jess is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

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.

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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Jared Jess’s Registration & Firm History

UT

10/04/2022 - Present

Zions Direct, Inc. (SALT LAKE CITY UT)

UT

04/03/2019 - 08/25/2022

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 08/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 04/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Stoddard Jess.
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