Invested Better
Unclaimed

Unclaimed

Unclaimed

Jared Zientz

Quantumvest, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jared? Claim Your Profile

About Jared Zientz

Jared Zientz is an investment advisor representative with Quantumvest, Inc. Jared is registered to provide investment advice in Arizona and California. Jared's firm offers investment advice to a range of clients including high net worth individuals, corporations, and individuals other than high net worth individuals. Quantumvest, Inc. primarily provides portfolio management for businesses and individuals, as well as financial planning and the selection of other advisors.

Firm Information

Jared Zientz is currently registered with Quantumvest, Inc.. Quantumvest, Inc. is an investment advisor based in California. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $29.97 million in assets for 178 clients, primarily individuals other than high-net-worth individuals and high-net-worth individuals.

$29.97M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jared Zientz’s Registration & Firm History

AZ

01/01/2025 - Present

Quantumvest, Inc. (SCOTTSDALE AZ)

Not sure if Jared Zientz is right for you?

Licenses & Designations

IA

Issued 01/29/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Zientz.
Not sure if Jared Zientz is right for you?