Invested Better
Advisors in Tucson, Arizona
730 Results
Unclaimed

Secure Investment Management, LLC | CFP ® (Certifications)

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Jared Keating is a financial advisor with Secure Investment Management, LLC. Jared holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Jared has been a financial advisor for over 10 years, having previously worked for Edward Jones. Jared is an active member of the community and is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ADVICE REGARDING REITS
Unclaimed

Robert W. Baird & Co. Inc.

location

Tucson, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jason Turetzky is a financial advisor with Robert W. Baird & Co. Inc. located in Tucson, AZ. Jason has been in the financial services industry since 1999, offering a wide range of financial services including financial planning, portfolio management, and investment advisory services. Jason holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license. Prior to joining Robert W. Baird & Co. Inc., Jason worked at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Capital West Partners, LLC

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Jason Ruther is a financial advisor with Capital West Partners, LLC, a Registered Investment Advisor firm based in Tucson, Arizona. Jason has been active in the financial services industry since August 1996. Prior to joining Capital West Partners, LLC, Jason was associated with Raymond James Financial Services, Inc. in St. Petersburg, Florida. Jason is a registered investment advisor in Arizona.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Capital West Partners, LLC | CFA ® (Certifications)

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Jason C. Crane is a financial advisor at Capital West Partners, LLC. Jason is registered with the state of Arizona. Jason has been working in the financial services industry since January 2001 and has a background at Raymond James Financial Services, Inc. and Sutro & Co. Incorporated. Jason is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

TUCSON, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Jason Allan Amadori is a financial advisor with Wells Fargo Clearing Services, LLC in Tucson, Arizona. Jason has been in the industry since September 2019 and is licensed to sell securities in Arizona. Jason's areas of specialization include investment company products, variable contracts, and securities. He has passed the Series 6TO, SIE and Series 63 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Treiberg Wealth Management

location

TUCSON, AZ

0 Disclosures

ADVISOR BIO

Jason Deeds is an investment advisor representative for Treiberg Wealth Management. Jason has been in the industry for over 15 years, and specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Jason is registered with the state of Arizona as an Investment Advisor Representative. Jason has been affiliated with LPL Financial LLC since 2019. In addition to Jason's work with Treiberg Wealth Management, Jason also provides administrative support for Treiberg Wealth Management, an independent investment advisor firm. Jason's dedication to providing personalized financial guidance to clients has helped Jason build a reputation as a trusted advisor.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

TUCSON, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jason Dalen is a financial advisor who has been in the industry since 2015. Jason is currently registered with RBC Capital Markets, LLC, and has previously worked with UBS Financial Services Inc. Jason has a wide range of experience in the financial services industry, including working with individuals, corporations, and institutions. Jason has a strong track record of success and is committed to providing his clients with the highest quality of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MML Investors Services, LLC | CFP ®,CFC ® (Certifications)

location

Tucson, AZ

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jason Robinson is a financial advisor with MML Investors Services, LLC. Jason has been in the financial industry since January 2008. Jason is licensed in Arizona and Texas. Jason holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Jason is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Jason has experience in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Lazarow Wealth Management

location

TUCSON, AZ

disclosure

1 Disclosures

ADVISOR BIO

Jason Lazarow is a financial advisor with over 10 years of experience in the industry. Jason is currently registered with the state of Arizona as an Investment Advisor Representative (IAR) and with the state of Texas as an IAR. Jason works with high-net-worth individuals and individuals other than high-net-worth. Jason is affiliated with Lazarow Wealth Management, an independent investment advisor firm based in Tucson, Arizona. The firm provides a range of financial planning and investment management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

TUCSON, AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jason Toyos is a financial professional with over 5 years of experience in the industry. Jason is currently registered with J.p. Morgan Securities LLC and is located in Tucson, Arizona. Prior to that, Jason was employed by Wells Fargo Clearing Services, LLC in Tucson, Arizona. Jason holds the Series 6, Series 63, and SIE licenses. Jason specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?