Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Clark is a financial advisor who has been registered with the state of California since 2020. Jed has over 10 years of experience in the industry and has worked at several firms, including Burrill Securities, Gordian Investment Solutions, LLC, and Conifer Securities LLC. Jed currently works at Epiq Capital Group, LLC, and is based in San Francisco, CA. Jed has passed the Uniform Investment Adviser Law Examination, the Uniform Combined State Law Examination, and the Uniform Securities Agent State Law Examination. In addition to financial advising, Jed also owns Pond Street Properties, LLC, a real estate holding company.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
CA
04/08/2013 - 01/22/2014
BURRILL SECURITIES (SAN FRANCISCO CA)
CA
03/12/2012 - 07/02/2012
GORDIAN INVESTMENT SOLUTIONS, LLC (OREGON HOUSE CA)
NY
10/12/2010 - 01/26/2011
CONIFER SECURITIES LLC (NEW YORK NY)
CA
09/22/2005 - 08/03/2007
CONIFER SECURITIES LLC (SAN FRANCISCO CA)
IA
Issued 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jed Clark is the right advisor for you? Invested Better is here to help.
