Jade Clark (CRD# 7147544) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Guilford, CT and has over 4 years of experience in the finance industry. Jade Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Z Wealth Management | Guilford, CT | Oct 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | Guilford, CT | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Allied Wealth Partners | Guilford, CT | Sep 2021 - Current | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Sep 2021 - Aug 2023 | 1 |
| Securian Financial Services | St Paul, MN | Sep 2021 - Aug 2023 | 1 |
| Securian Financial Services | Saint Paul, MN | Mar 2021 - Aug 2021 | < 1 |
| Allied Wealth Partners | Guilford, CT | Mar 2021 - Aug 2021 | < 1 |
| Allied Wealth Partners | Guilford, CT | Jan 2021 - Mar 2021 | < 1 |
| Securian Financial Services | Saint Paul, MN | Jan 2021 - Mar 2021 | < 1 |
| Allied Wealth Partners | Guilford, CT | Sep 2020 - Jan 2021 | < 1 |
| Unemployed | New Haven, CT | Jun 2020 - Sep 2020 | < 1 |
| Anderson Thornton Consultants | Tampa, FL | Feb 2020 - Jun 2020 | < 1 |
| Axa Advisors LLC | New York, NY | Jul 2019 - Feb 2020 | < 1 |
| Student | Tampa, FL | Aug 2017 - Jun 2019 | 1 |
| Mesba United | Tampa, FL | Aug 2016 - Aug 2017 | 1 |
| Unemployed | Tampa, FL | Jun 2016 - Aug 2016 | < 1 |
| Cafe Zupas | American Fork, FL | Apr 2015 - Jun 2016 | 1 |
| Cafe Zupas | Provo, UT | Dec 2014 - Apr 2015 | < 1 |
| Church Of Jesus Christ Of Later Day Saints | Quetzaltenango, | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CT
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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