Jared Dykes, financial advisor Johnstown PA

Jared Dykes

CRD Number: 5738078
Current Firm: Avantax Advisory Services

Jared Dykes (CRD# 5738078) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Johnstown, PA Jan 2022 - Current 2
Avantax Advisory Services Johnstown, PA Jan 2022 - Current 2
Avantax Insurance Agency, LLC Johnstown, PA Jan 2022 - Current 2
Perspective Wealth Planning LLC Johnstown, PA Feb 2017 - Current 7
Cetera Advisor Networks El Segundo, CA Oct 2019 - Jan 2022 2
Lpl Financial, LLC Johnstown, PA Feb 2017 - Oct 2019 2
Cco Investment Services Corp Latrobe, PA Dec 2013 - Feb 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Jared D. Dykes
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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