Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Clarkin Wilcox is an investment advisor representative with Rodgers & Associates. He is registered in Pennsylvania. Jared is a certified financial planner and specializes in financial planning and portfolio management for individuals. He has been in the financial services industry since 2011. Previously, Jared was a registered representative at Vanguard Marketing Corporation and Scottrade, Inc. He has held licenses in both Pennsylvania and Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
PA
11/05/2021 - Present
Rodgers & Associates (LANCASTER PA)
PA
06/08/2018 - 09/15/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
05/22/2012 - 03/08/2018
SCOTTRADE, INC. (LANCASTER PA)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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