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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared William Schmidt is a financial advisor with over 14 years of experience in the industry. Jared is currently registered with United Capital Financial Advisors in Georgia. Previously, Jared worked for Goldman Sachs & Co. LLC and Goldman Sachs Asset Management. Jared holds the Series 3, 7, 66, 57TO, SIE and Series 65 licenses and is a Certified Financial Planner™. Jared specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, high net worth individuals, corporations, and businesses. He is also a sub-adviser for other investment advisers. Jared has experience working with clients in various industries and sectors, and has a strong track record of helping clients achieve their financial goals.
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.
Sub-adviser for other investment advisers
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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GA
02/19/2021 - Present
United Capital Financial Advisors (Atlanta GA)
GA
05/29/2009 - 11/15/2023
GOLDMAN SACHS & CO. LLC (ATLANTA GA)
IA
Issued 02/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/2009
Series 7 - General Securities Representative Examination
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Inactive
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