Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Walsh is a financial advisor with LPL Financial LLC. Jared has been in the financial services industry since 2014. Jared has a wide range of experience in financial planning, portfolio management and investment advisory services. Jared is also registered as an investment advisor in Idaho and Washington. Jared holds several industry certifications including the Series 6, 7, 63, and 66 licenses. Prior to joining LPL Financial LLC, Jared worked as a financial advisor at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
WA
06/13/2022 - Present
LPL Financial LLC (SPOKANE WA)
WA
05/19/2020 - 06/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
WA
06/25/2014 - 05/13/2020
J.P. MORGAN SECURITIES LLC (SPOKANE WA)
BOTH
Issued 07/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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