Jared AllredCRD Number: 5437082
Current Firm: Citizens Securities, Inc.
Jared Allred (CRD# 5437082) is an Investment Advisor Representative working at Citizens Securities, Inc. in Media, PA and has over 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Triad Advisors, Inc.
|Cco Investment Services Corp||Media, PA||Jan 2014 - Current||2|
|Citizens Bank||West Chester, PA||May 2010 - Jan 2014||3|
|Cco Investment Services Corp.||Newtown Square, PA||May 2010 - Jan 2014||3|
|Merrill Lynch||Pennington, NJ||Oct 2007 - May 2010||2|
|Sei Investments||Oaks, PA||Jul 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV