Jared Merchant, financial advisor Alma MI
96 score

Jared Merchant

CRD Number: 4539489
Current Firm: Questar Asset Management, Inc.

Jared Merchant (CRD# 4539489) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Alma, MI and has over 14 years of experience in the finance industry. Jared Merchant 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.

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Professional Designations
Company Name Location Dates Years
Questar Capital Corporation Minneapolis, MN Jul 2010 - Current 6
Questar Asset Management Minneapolis, MN Jul 2010 - Current 6
New England Financial Southfield, MI May 2002 - Aug 2010 8
New England Securities Southfield, MI May 2002 - Aug 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Jared W. Merchant
Phone Number: 888-446-5872
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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