Jared Troutman (CRD# 6680916) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glen Allen, VA and has over 7 years of experience in the finance industry. Jared Troutman 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Glen Allen, VA | Nov 2020 - Current | 3 |
| Pruco Securities, LLC | Glen Allen, VA | Nov 2020 - Current | 3 |
| Old Dominion Capital Management | Charlottesville, VA | Nov 2018 - Nov 2020 | 2 |
| Commonwealth Financial Network | Waltham, MA | Oct 2017 - Aug 2018 | < 1 |
| L.m. Kohn & Company | Cincinnati, OH | Jun 2016 - Oct 2017 | 1 |
| Massanutten Family Resort | Mcgaheysville, VA | Apr 2016 - Jun 2016 | < 1 |
| Splash Kingdom Family Waterparks | Nacogdoches, TX | May 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- TX
- VA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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