Jared Stines (CRD# 5896834) is an Investment Advisor Representative working at Peterson Financial Group, Inc. in Des Moines, IA and has over 12 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Financial Group, Inc. | West Des Moines, IA | Jan 2019 - Current | 5 |
| Regions Bank | Urbandale, IA | Nov 2016 - Dec 2018 | 2 |
| Cetera Investment Advisers LLC | Urbandale, IA | Nov 2016 - Dec 2018 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Nov 2016 - Dec 2018 | 2 |
| Cetera Investment Services | Urbandale, IA | Nov 2016 - Dec 2018 | 2 |
| Directed Services, LLC | Des Moines, IA | May 2015 - Nov 2016 | 1 |
| Voya Financial | Des Moines, IA | May 2015 - Nov 2016 | 1 |
| Between Positions | Asheboro, NC | Mar 2015 - May 2015 | < 1 |
| Pnc Investments | Charlotte, NC | Aug 2014 - Mar 2015 | < 1 |
| Pnc Investments | Charlotte, NC | Sep 2012 - Mar 2015 | 2 |
| Pnc Investments | Asheboro, NC | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
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- IA
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Total Assets Under Management190MILLIONS
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Total Number of Accounts1,086ACCOUNTS
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Average Account Value$175,315
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, IA, NE, NH, TX
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