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Scott Andrew Jarred

Invst, LLC

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About Scott Andrew Jarred

Scott Andrew Jarred is a financial advisor with Invst, LLC. Scott has been in the financial services industry for over 13 years. Scott specializes in providing financial planning, retirement planning, and portfolio management for individuals and businesses. Scott is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses. Scott is registered in Indiana and Texas. Scott also has experience in real estate development.

Firm Information

Scott Jarred is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Retirement plan services-percentage of plan assets

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Scott Jarred’s Registration & Firm History

IN

05/03/2016 - Present

Invst, LLC (INDIANAPOLIS IN)

IN

05/13/2004 - 05/27/2016

PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)

NY

05/20/2003 - 05/06/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Andrew Jarred.
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