Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Jared Jess is the right advisor for you? Invested Better is here to help.