Jared Fruth, financial advisor Mercer Island WA

Jared Fruth

CRD Number: 7009187
Current Firm: Northwest Asset Management

Jared Fruth (CRD# 7009187) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Northwest Asset Management Mercer Island, WA Apr 2022 - Current 2
Securities America, Inc. Lavista, NE Nov 2020 - Feb 2022 1
Kms Financial Services, Inc. Seattle, WA Aug 2019 - Feb 2022 2
Seeking Employment Seattle, WA Jul 2019 - Aug 2019 < 1
Oppenheimer Funds Denver, CO Aug 2018 - Jul 2019 < 1
John Paul Mitchell Systems Beverly Hills, CA May 2017 - Aug 2018 1
San Diego State University San Diego, CA Jul 2013 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Jared R. Fruth
Phone Number: 206-838-3680
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,271
    MILLIONS
  • Total Number of Accounts
    8,878
    ACCOUNTS
  • Average Account Value
    $368,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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