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Advisors in Pennsylvania
16,409 Results
Unclaimed

Equitable Advisors, LLC

location

ERIE, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jared Richard Lane is an investment advisor representative with Equitable Advisors, LLC. Jared has been in the industry for 4 years and is registered with the state of Pennsylvania. Jared is also registered with the state of Colorado, Connecticut, Kentucky, and North Carolina. Jared has passed the Series 7TO, Series 99TO, and SIE exams and has been registered with PNC Capital Markets LLC in the past. Jared specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jared is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

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

LPL Financial LLC

location

WYOMISSING, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jared Sadowski is a financial advisor who has been in the industry since February 2024. Jared is registered with LPL Financial LLC in Pennsylvania as an Investment Advisor Representative (IAR). Jared also holds licenses for Series 7TO, SIE, and Series 66. Jared works with individuals, families, businesses, and charitable organizations.

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

Commonwealth Financial Network

location

DOYLESTOWN, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jared Andrew Tuller is a financial advisor with Commonwealth Financial Network. Jared has been working in the financial industry since 2004. Jared is licensed to provide investment advice in the following states: Alabama, California, Colorado, Delaware, Florida, Georgia, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

DOYLESTOWN, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jared Parks Lynch is a financial advisor who has been working in the industry since 2022. Jared is currently registered with LPL Financial LLC in Pennsylvania and is also registered with the state of Pennsylvania as an Investment Advisor Representative. Previously, Jared was registered with VANGUARD MARKETING CORPORATION in Pennsylvania, and has a strong background in the financial services industry. Jared has passed the Series 63, Series 65 and Series 6TO exams, as well as the SIE exam. Jared specializes in a variety of investment strategies and can help clients with their financial planning needs.

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

LPL Financial LLC

location

Malvern, PA

0 Disclosures

ADVISOR BIO

Jared Ian Hark is an investment advisor representative registered with LPL Financial LLC. Jared is also a registered investment advisor in Pennsylvania. Jared has been in the financial services industry since 2018. Jared's prior experience includes working at Hark & Associates, PC. Jared has a Series 65 license and is a graduate of Elizabethtown College and Temple University.

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

Rodgers & Associates | CFP ® (Certifications)

location

LANCASTER, PA

0 Disclosures

ADVISOR BIO

Jared Clarkin Wilcox is an investment advisor representative with Rodgers & Associates. He is registered in Pennsylvania. Jared is a certified financial planner and specializes in financial planning and portfolio management for individuals. He has been in the financial services industry since 2011. Previously, Jared was a registered representative at Vanguard Marketing Corporation and Scottrade, Inc. He has held licenses in both Pennsylvania and Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Next Financial Group, Inc.

location

HARLEYSVILLE, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jared Scott Mason is a Registered Representative and Investment Advisor Representative with Next Financial Group, Inc.. Jared Mason has been in the securities industry since 2022. Jared Mason is licensed to provide financial services in Pennsylvania. The firm's main office is located in Houston, Texas.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

VILLANOVA, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jared Christopher Folsom is a financial advisor at Fidelity Personal And Workplace Advisors, based in Villanova, Pennsylvania. Jared holds both Series 63 and 66 licenses, as well as Series 7 and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

WEXFORD, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jared Scholl is a financial advisor at Ameriprise Financial Services, LLC. Jared is a registered representative with Ameriprise Financial Services, LLC and is also registered with the state of Pennsylvania as an investment advisor representative. Jared has been in the securities industry since April 25, 2002. Jared has a Series 7, Series 66, and SIE license. Jared has a branch office in Wexford, Pennsylvania and Conway, Pennsylvania. Jared is a specialized advisor that can provide financial planning, asset allocation, and investment management.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFC ® (Certifications)

location

PITTSBURGH, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jared Stephen Etkins is a financial advisor with Park Avenue Securities LLC. Jared is registered in 18 states and has been in the financial industry since 2016. Jared works with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jared provides financial planning, portfolio management, and educational seminars to his clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

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