Jared Metzger (CRD# 6827961) is an Investment Advisor Representative working at Aneuvia Capital in Newport Beach, CA and has over 4 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aneuvia, LLC | Newport Beach, CA | Jan 2019 - Current | 5 |
| Bellecapital International | Zurich, | Dec 2016 - Dec 2018 | 2 |
| Self-employed | Erlenbach, | Jul 2015 - Nov 2016 | 1 |
| Bank Of America | Los Angeles, CA | Oct 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,113,752
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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