Jared Szczesny (CRD# 7186182) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 3 years of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 6286247
Sanctuary Advisors, LLC
CRD# 1919595
Sanctuary Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Plano, TX | May 2022 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Oct 2019 - May 2022 | 2 |
| Sellers On Amazon | Mansfield, TX | Jan 2019 - May 2022 | 3 |
| Pantego Camp Thurman | Pantego, TX | Jun 2011 - Oct 2020 | 9 |
| Axa Advisors, LLC | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| Spouts Farmers Market | Mansfield, TX | Mar 2015 - Oct 2019 | 4 |
| College Pulse | Arlington, TX | Sep 2018 - May 2019 | < 1 |
| The University Of Texas At Arlington | Arlington, TX | Aug 2017 - May 2019 | 1 |
| Tarrant County College | Arlington, TX | Aug 2014 - Jul 2017 | 2 |
| Yik Yak | Arlington, TX | Jan 2015 - May 2016 | 1 |
| Ups | Arlington, TX | Dec 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- TX
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Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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