Jared DannisCRD Number: 5619781
Current Firm: Signator Investors, Inc.
Jared Dannis (CRD# 5619781) is an Investment Advisor Representative working at Signator Investors, Inc. in Irvine, CA and has over 8 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Signature Resources Capital Management, LLC||Irvine, CA||Oct 2012 - Current||5|
|Signator Investors, Inc.||Irvine, CA||Nov 2008 - Current||9|
|Signature Resources||Irvine, CA||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management5,538MILLIONS
Total Number of Accounts29,854ACCOUNTS
Average Account Value$185,489
- 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
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY