Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

AVENTURA, FL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jared Slansky is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jared has been in the securities industry since March 12, 2007. Jared's experience includes working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED before joining Wells Fargo Advisors LLC in September 2009 and Wells Fargo Clearing Services, LLC in November 2016. Jared holds Series 7, Series 66, and SIE licenses.

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

Independent Financial Partners | CFP ® (Certifications)

location

TAMPA, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jared Eric Mabey is a financial advisor with Independent Financial Partners, based in Tampa, Florida. Jared has been in the industry since 2012, working previously with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jared has a broad range of experience in financial planning and investment advising. Jared is also the owner of Grok Capital LLC, which he uses for marketing and business purposes.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Raymond James & Associates, Inc.

location

SARASOTA, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jared Sweetser is a financial advisor with over 20 years of experience in the industry. Jared is currently registered with Raymond James & Associates, Inc. and is licensed to operate in Florida and Texas. Jared provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Jared holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

JACKSONVILLE, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jared Buchanan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jared has been in the industry since 2007. Jared is registered with the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Indiana, Minnesota, Missouri, Nevada, New Jersey, New York, North Dakota, Pennsylvania, South Dakota, Texas, Utah and Wisconsin. Jared is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jared is a Series 7 and Series 66 licensed representative. Jared has a special focus on business development companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth individuals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Sequoia Financial Group, LLC | CFP ® (Certifications)

location

Tampa, FL

0 Disclosures

ADVISOR BIO

Jared Anthony Gruszczynski is a financial advisor with Sequoia Financial Group, LLC. Jared has been working in the financial services industry since August 2016 and holds the Series 66, Series 7, and SIE licenses. Jared is a Certified Financial Planner™ and has a proven track record of helping individuals, families, and businesses achieve their financial goals. Prior to joining Sequoia Financial Group, Jared worked at MSEC, LLC and ValMark Securities, Inc. Jared's experience, knowledge and certifications allow him to provide a wide range of financial services including financial planning, portfolio management, and retirement planning.

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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

WINTER PARK, FL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jared Incinelli is a financial advisor with LPL Financial LLC. Jared has been working in the financial industry since 2008. Jared has a Series 66 license, a Series 7 license, and a SIE license. Jared is also registered with the state of Florida and Texas. Jared has been associated with LPL Financial LLC since 2021. Prior to this, Jared was a financial advisor with Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

5 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jared Overacker is a financial professional with over 8 years of experience in the industry. Jared is currently registered with Raymond James & Associates, Inc. in St. Petersburg, Florida. Before joining Raymond James & Associates, Inc., Jared was a financial professional at CUNA BROKERAGE SERVICES, INC. in Gainesville, Florida. Jared specializes in providing financial advice and portfolio management services for individuals, businesses, corporations, and other entities. Jared holds the Series 7, Series 66, SIE, and Series 99TO licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC

location

WINTER PARK, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jared Andrew Whittle is a financial advisor with Wells Fargo Clearing Services, LLC. Jared has a Series 7TO and a SIE license and has been a registered representative since November 20, 2024. Jared's primary office is located at 480 N ORLANDO AVE STE 200, WINTER PARK, FL 32789. Jared has experience with a range of financial products and services, including financial planning, portfolio management, and investment consulting. In addition to working as a financial advisor, Jared is also a manager for a moving company, Handy Relocations LLC.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

PANAMA CITY, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jared Burleson is a financial advisor with Wells Fargo Clearing Services, LLC. Jared has been in the industry since December 2008 and is registered with the state of Florida and Texas. Jared holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Jared's office is located at 1022 W 23RD ST, STE 700 in Panama City, Florida.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LAKE MARY, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jared William Reimel is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jared is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the financial services industry since November 1, 2020. Jared has a Series 7, Series 66 and SIE license.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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