Unclaimed
Jared Stricklin is a financial advisor with Raymond James & Associates, Inc. Jared has been in the financial services industry since December 2010. Jared is a registered representative in Kansas, Missouri and Texas. Jared holds Series 7 and Series 66 securities licenses. Jared has a proven track record of providing investment advice to individuals, businesses and institutions. Jared is committed to providing his clients with personalized financial guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
08/05/2020 - Present
Raymond James & Associates, Inc. (Leawood KS)
MO
12/10/2010 - 08/10/2020
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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