Jared Banner, financial advisor Boston MA
96 score

Jared Banner

CRD Number: 4595247
Current Firm: Andersen Tax LLC

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Andersen Tax LLC in Boston, MA and has over 13 years of experience in the finance industry. Jared Banner 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
Wtas LLC Boston, MA Jun 2011 - Current 5
Unemployed Boston, MA Jun 2010 - Jun 2011 1
Ubs Financial Services Inc. Boston, MA Mar 2007 - Jun 2010 3
Sovereign Bank Chestnut Hill, MA Oct 2005 - Mar 2007 1
Ifmg Securities, Inc. Chestnut Hill, MA Oct 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Jared B. Banner
Phone Number: 571-382-0020
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,899
    MILLIONS
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $6,307,973
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, 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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