Eric Jarrard, financial advisor Covington KY
90 score

Eric Jarrard

CRD Number: 6161187
Current Firm: Strategic Advisers, Inc.

Eric Jarrard (CRD# 6161187) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 3 years of experience in the finance industry.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Covington KY
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Covington KY
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Covington KY
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Jan 2013 - Current 3
Furniture Fair Erlanger, KY May 2011 - Feb 2013 1
Thomas More College Crestview Hills, KY Aug 2008 - Dec 2012 4
Morgan Stanley Smith Barney Cincinnati, OH Jun 2011 - Sep 2011 < 1
Crosset Company Independence, KY May 2011 - May 2011 < 1
Kroger Louisville, KY May 2009 - Jan 2011 1
Sears Essentials Louisville, KY Apr 2008 - Aug 2008 < 1
Pleasure Ridge Park High School Louisville, KY Aug 2004 - May 2008 3
Six Flags Kentucky Kingdom Louisville, KY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Eric W. Jarrard
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Eric Jarrard and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.