Jared Marcus, financial advisor Los Angeles CA
90 score

Jared Marcus

CRD Number: 6099755
Current Firm: First Trust Advisors LP

Jared Marcus (CRD# 6099755) is an Investment Advisor Representative working at First Trust Advisors LP in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Jul 2012 - Current 4
University Of Colorado Boulder, CO Aug 2008 - May 2012 3
Strategies, LLC Denver, CO Jun 2011 - Nov 2011 < 1
David A Marcus & Associates Deerfield, IL Jun 2006 - Aug 2010 4
Rosebuds Restaurants Deerfield, IL Jun 2006 - Aug 2009 3
Glenbrook North High School Northbrook, IL Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Jared J. Marcus
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    104,224
    MILLIONS
  • Total Number of Accounts
    4,116
    ACCOUNTS
  • Average Account Value
    $25,321,679
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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