Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Weber is an investment advisor representative registered with RMR Wealth Builders, Inc. Jared has been in the financial services industry since 2007 and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jared is also a Chartered Financial Consultant. Jared has been with RMR Wealth Builders, Inc. since 2018. Prior to joining RMR Wealth Builders, Inc., Jared was an investment advisor representative with Calton & Associates, Inc. Jared’s previous employment includes experience with MML Investors Services, LLC and Park Avenue Securities LLC.
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 engagement for specific purpose such as education funding, estate planning
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.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
NJ
07/26/2018 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
CT
06/12/2018 - 01/02/2023
CALTON & ASSOCIATES, INC. (Westport CT)
CT
02/28/2017 - 06/14/2018
MML INVESTORS SERVICES, LLC (WESTPORT CT)
CT
06/20/2014 - 02/14/2017
PARK AVENUE SECURITIES LLC (WESTPORT CT)
CT
08/18/2011 - 06/19/2014
ONEAMERICA SECURITIES, INC. (TRUMBULL CT)
CT
06/07/2007 - 08/31/2011
MML INVESTORS SERVICES, LLC (STAMFORD CT)
IA
Issued 06/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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