Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wegley is a financial advisor with LPL Financial LLC. Jared has been in the financial industry since 2019. Jared is registered with FINRA and is a licensed investment advisor in Pennsylvania and Texas. Jared specializes in providing financial planning, investment management, and consulting services to individuals and businesses. Jared has been a registered representative for Trustmont Financial Group, Inc. before joining LPL Financial. Jared earned a Series 65, Series 63, Series 6 TO and SIE licenses.
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.
1
2
PA
11/03/2022 - Present
LPL Financial LLC (MURRYSVILLE PA)
PA
12/24/2020 - 11/01/2022
TRUSTMONT FINANCIAL GROUP, INC. (MURRYSVILLE PA)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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