Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Knudsen is a financial advisor with over 15 years of experience in the industry. Jared is registered with LPL Financial LLC. Jared holds Series 6, 7, 63, and 65 licenses. Jared is also a Registered Investment Advisor (RIA) in Texas and Utah. Jared has previously been registered with Securities America, Inc., KMS Financial Services, Inc., Signator Financial Services, Inc., Hornor, Townsend & Kent, Inc., Insphere Securities, Inc., and Equity Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
UT
11/27/2023 - Present
LPL Financial LLC (PLEASANT GROVE UT)
UT
03/22/2022 - 11/20/2023
SECURITIES AMERICA, INC. (Pleasant Grove UT)
UT
01/12/2016 - 12/31/2019
KMS FINANCIAL SERVICES, INC. (Pleasant Grove UT)
UT
11/19/2012 - 07/02/2015
SIGNATOR FINANCIAL SERVICES, INC. (PROVO UT)
UT
09/08/2010 - 11/15/2012
HORNOR, TOWNSEND & KENT, INC. (LEHI UT)
NV
07/23/2007 - 08/19/2010
INSPHERE SECURITIES, INC. (LAS VEGAS NV)
NV
02/19/2007 - 08/09/2007
EQUITY SERVICES, INC. (HENDERSON NV)
IA
Issued 11/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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