Jared Tobin (CRD# 7611899) is an Investment Advisor Representative working at Olive Wealth Management in Houston, TX and has 1 year 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 |
|---|---|---|---|
| Olive Wealth Management, LLC | Houston, TX | Feb 2021 - Current | 3 |
| Texas Tech University | Lubbock, TX | Aug 2016 - Dec 2020 | 4 |
| Unemployed | Austin, TX | Jun 2016 - Aug 2016 | < 1 |
| Anderson High School | Austin, TX | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- TX
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$218,006
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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