Jared GomesCRD Number: 6556398
Current Firm: Advised Assets Group, LLC
Jared Gomes (CRD# 6556398) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Gwfs Equities, Inc.||Englewood, CO||Sep 2015 - Current||6|
|Media Audits International||Greewood Village, CO||Nov 2014 - Sep 2015||< 1|
|Unemployed||Highlands Ranch, CO||Jul 2014 - Nov 2014||< 1|
|Colorado State University||Fort Collins, CO||Aug 2012 - Jun 2014||1|
|Stein Mart||Centennial, CO||Jul 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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