Jared McCray, financial advisor Burlingame CA
90 score

Jared McCray

CRD Number: 5966341
Current Firm: Strategic Advisers, Inc.

Jared McCray (CRD# 5966341) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Burlingame, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Palo Alto, CA Mar 2012 - Current 5
First Investors Corporation Walnut Creek, CA Jul 2011 - Feb 2012 < 1
Unemployed San Francisco, CA Jun 2011 - Jul 2011 < 1
Usf Human Resources San Francisco, CA Sep 2007 - May 2011 3
Usf San Francisco, CA Aug 2007 - May 2011 3
Flamingo Summer Camp San Juan, CA May 2010 - Jul 2010 < 1
Singer Lewak Los Angeles, CA Jul 2008 - Aug 2008 < 1
Slgg LLP Santa Ana, CA Jul 2007 - Aug 2007 < 1
Cold Stone Creamery Monrovia, CA Aug 2005 - Jun 2007 1
Lasalle High School Pasadena, CA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Jared D. McCray
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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