Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrad? Claim Your ProfileJarrad Evans is a financial professional with over 20 years of experience in the industry. Jarrad is currently registered with Piper Sandler & Co., a firm that provides investment advisory services to a range of clients, including state or municipal government entities. Jarrad holds the Series 7, Series 52TO and SIE licenses, as well as the Series 63 license. Jarrad has a background in municipal securities, as well as a broad understanding of the securities industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
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2
AZ
10/03/2023 - Present
Piper Sandler & Co. (PHOENIX AZ)
TX
10/18/2000 - 01/26/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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