Jared Paul, financial advisor Boston MA
96 score

Jared Paul

CRD Number: 5561191
Current Firm: Columbia Management Investment Advisers, LLC

Jared Paul (CRD# 5561191) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry. Jared Paul 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
Riversource Fund Distributors, Inc. Boston, MA May 2010 - Current 7
Riversource Investments Minneapolis, MN May 2010 - Current 7
Columbia Managerment Distributors, Inc. Boston, MA Sep 2009 - Current 8
Metlife Securities Inc. Shelton, CT Nov 2008 - Sep 2009 < 1
Signator Investors Inc. Andover, MA Jul 2008 - Oct 2008 < 1
Northeastern University Boston, MA May 2008 - Jul 2008 < 1
Northeastern University Boston, MA Aug 2007 - Apr 2008 < 1
P.f. Chang's Boston, MA Apr 2007 - Sep 2007 < 1
John Hancock Boston, MA Jan 2007 - Jun 2007 < 1
The Gillette Company Boston, MA Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Jared E. Paul
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, 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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