Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed David Chmara is a financial advisor with over 30 years of experience in the industry. Jed has a broad range of experience and is currently registered with Osaic Wealth, Inc. in California, Massachusetts and New Mexico. Jed has held positions with several firms over the years, including Signator Investors, Inc., Signator Financial Services, Inc., LinSCO/Private Ledger Corp., Golden Beneficial Securities Corporation, Financial Links, Inc., Whitehorne & Company, Ltd., Kimball & Cross LLC, C.A. Atlantic Securities, Inc., G.R. Stuart & Company, Inc., Financial Securities Network, INC., Investacorp, Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jed has a strong track record of success in 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.
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
CA
05/07/2021 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
MA
03/19/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/12/2007 - 11/21/2017
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/11/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
04/07/2006 - 07/10/2007
LINSCO/PRIVATE LEDGER CORP. (BOSTON MA)
TX
01/02/2004 - 04/13/2006
GOLDEN BENEFICIAL SECURITIES CORPORATION (HOUSTON TX)
MA
01/09/2001 - 11/10/2003
FINANCIAL LINKS, INC. (NEEDHAM HEIGHTS MA)
RI
12/23/1999 - 01/02/2001
WHITEHORNE & COMPANY, LTD. (SMITHFIELD RI)
MA
11/03/1997 - 02/11/1998
KIMBALL & CROSS LLC (BOSTON MA)
MA
08/25/1995 - 05/14/1997
C.A. ATLANTIC SECURITIES, INC. (BOSTON MA)
MA
03/16/1993 - 05/23/1994
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
02/25/1992 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
FL
08/22/1990 - 02/11/1991
INVESTACORP, INC. (MIAMI FL)
NY
04/11/1988 - 09/17/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/09/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
10/22/1985 - 10/15/1987
DEAN WITTER REYNOLDS INC.
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/13/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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