Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Friendswood, TX and has over 17 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Friendswood, TX | Aug 2023 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2018 - Aug 2023 | 4 |
| Carlin Financial Group | Friendswood, TX | Aug 2018 - Aug 2023 | 5 |
| Altamarea Group | New York, NY | Sep 2017 - Jul 2018 | < 1 |
| Beacon Hill Staffing, Team Enterprises | New York, NY | Jan 2017 - Aug 2017 | < 1 |
| Craveable Hospitatlity Group | New York, NY | Jul 2015 - Dec 2016 | 1 |
| Unemployed (travel) | Friendswood, TX | Mar 2015 - Jun 2015 | < 1 |
| Disney Cruiseline | Celebration, FL | Sep 2014 - Feb 2015 | < 1 |
| David Burke Group | New York, NY | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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