Jarred Cody (CRD# 6883521) is an Investment Advisor Representative working at Primerica Advisors in Cranston, RI and has over 6 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Tax | Providence, RI | Jan 2022 - Current | 2 |
| Pfs Investments Inc. | Cranston, RI | Oct 2019 - Current | 4 |
| Primerica Financial Services | Cranston, RI | Jun 2019 - Current | 4 |
| United Parcel Service Inc. | Atlanta, GA | Jun 2019 - Current | 4 |
| Bank Of America, N.a. | Providence, RI | May 2018 - Jun 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence, RI | Nov 2017 - Jun 2019 | 1 |
| Keller Williams Realty | Cranston, RI | Oct 2017 - Nov 2017 | < 1 |
| United Parcel Service Inc. | Atlanta, GA | Jul 2015 - Sep 2017 | 2 |
| Cody Inc. | Warwick, RI | May 2008 - Dec 2016 | 8 |
| Johnson And Wales University | Providence, RI | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- RI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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