Jarred PendletonCRD Number: 6546730
Current Firm: Amundi Asset Management Us, Inc.
Jarred Pendleton (CRD# 6546730) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Amundi Pioneer Asset Management, Inc.||Boston, MA||Sep 2019 - Current||2|
|Columbia Management Investment Distributors, Inc.||Boston, MA||May 2017 - Aug 2019||2|
|Fidelity Brokerage Services LLC||Merrimack, NH||Mar 2016 - Apr 2017||1|
|Northwestern Mutual||Houston, TX||Aug 2015 - Dec 2015||< 1|
|Boys And Girls Clubs Of Greater Houston||Houston, TX||Feb 2015 - Jul 2015||< 1|
|Salient||Houston, TX||Nov 2014 - Dec 2014||< 1|
|Unemployed||Houston, TX||May 2014 - Oct 2014||< 1|
|King Daddy Sports||Houston, TX||Mar 2006 - Oct 2014||8|
|Boston University||Boston, MA||Aug 2010 - May 2014||3|
|Lasalle St. Securities LLC||Wellesley Hills, MA||Jun 2013 - Aug 2013||< 1|
|City Sports||Boston, MA||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Aug 2017|
Total Assets Under Management93,965MILLIONS
Total Number of Accounts203ACCOUNTS
Average Account Value$462,883,542
- A percentage of assets under your management
- Performance-based fees
- 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)
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, WY
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