linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Sheldon Jarrett

Tncp, LLC

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

About William Sheldon Jarrett

William Jarrett is a securities professional with over 20 years of experience in the industry. William is currently registered with Tncp, LLC in Stamford, CT. William has previously held positions with STILLPOINT CAPITAL, LLC in Tampa, FL, QUETICO PARTNERS LLC in Minneapolis, MN, LAZARD MIDDLE MARKET LLC in Minneapolis, MN, LAZARD FRERES & CO. LLC in Minneapolis, MN, GOLDSMITH, AGIO, HELMS SECURITIES, INC. in Minneapolis, MN, PRUDENTIAL SECURITIES INCORPORATED in New York, NY, and SAMUEL MONTAGU, INC.. William is a Series 7, Series 24, Series 63, Series 79, and SIE licensed professional. William is registered in Connecticut and Minnesota.

Firm Information

William Jarrett is currently registered with Tncp, LLC. Tncp, LLC is a Limited Liability Company that was formed on March 26, 2009. The firm is registered in 12 states: Connecticut, Delaware, Florida, Iowa, Kansas, Louisiana, Massachusetts, Minnesota, New Jersey, New York, North Carolina, and South Carolina. The firm is also approved by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

William Jarrett’s Registration & Firm History

CT

05/07/2015 - Present

Tncp, LLC (STAMFORD CT)

FL

11/01/2013 - 06/16/2014

STILLPOINT CAPITAL, LLC (TAMPA FL)

MN

11/17/2010 - 09/16/2013

QUETICO PARTNERS LLC (MINNEAPOLIS MN)

MN

06/19/2008 - 03/24/2009

LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)

MN

12/07/2007 - 07/23/2008

LAZARD FRERES & CO. LLC (MINNEAPOLIS MN)

MN

05/13/1997 - 07/23/2008

GOLDSMITH, AGIO, HELMS SECURITIES, INC. (MINNEAPOLIS MN)

NY

10/19/1987 - 01/07/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

12/23/1986 - 11/10/1987

SAMUEL MONTAGU, INC.

Not sure if William Sheldon Jarrett is right for you?

Licenses & Designations

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Sheldon Jarrett.
Not sure if William Sheldon Jarrett is right for you?