Jared La Blue (CRD# 7284531) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 3 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Capital Management Group | Redwood City, CA | Aug 2018 - Current | 5 |
| Diversifi Capital LLC | Redwood City, CA | May 2018 - Current | 5 |
| Thetaxguysf | South San Francisco, CA | Jan 2018 - Jul 2018 | < 1 |
| Dragon Financial Group | San Mateo, CA | Apr 2015 - Jan 2018 | 2 |
| Pacific Sunwear | Daly City, CA | Aug 2014 - Feb 2015 | < 1 |
| College Student | San Francisco, CA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
- TX
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts698ACCOUNTS
-
Average Account Value$412,047
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, CO, DC, NH, NY, OR, TX, VA, WA
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