Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Wesley Ford is a financial advisor with Avantax Advisory Services. Jared has been in the financial services industry since 2006. He is a Certified Financial Planner, and has passed the Series 6, 7, 9, 10, 24, 63, and SIE exams. Jared has previous experience with firms such as PURSHE KAPLAN STERLING INVESTMENTS, FIRST COMMAND FINANCIAL PLANNING, INC., HD VEST INVESTMENT SERVICES, and RAYMOND JAMES FINANCIAL SERVICES, INC. Jared currently provides financial planning and portfolio management services to individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/27/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
05/22/2020 - 11/01/2022
PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)
TX
05/08/2018 - 05/07/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
KY
05/10/2016 - 05/18/2018
HD VEST INVESTMENT SERVICES (Paducah KY)
TX
09/27/2013 - 04/20/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
12/14/2011 - 10/04/2013
H.D. VEST INVESTMENT SERVICES (ARLINGTON TX)
TX
03/31/2006 - 01/03/2011
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
07/01/2005 - 12/31/2005
FARMERS FINANCIAL SOLUTIONS, LLC (ARLINGTON TX)
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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