Jarred Pendleton, financial advisor Boston MA

Jarred Pendleton

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jarred W. Pendleton
Phone Number: 617-422-4700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    93,965
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $462,883,542
Compensation Options
  • A percentage of assets under your management
  • 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)
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, WY

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