Jaren Kiser (CRD# 5537268) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 15 years of experience in the finance industry. Jaren Kiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Alphastar Capital Management LLC | Cornelius, NC | Jun 2021 - Current | 2 |
Self-employed | Locust, NC | Feb 2019 - May 2021 | 2 |
Private Client Services | Louisville, KY | Jun 2016 - Jan 2019 | 2 |
Kiser Planning & Wealth Management | Monroe, NC | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- NC
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
- A percentage of assets under your management
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