Jared Burns, financial advisor Plattsburgh NY

Jared Burns

CRD Number: 6588267
Current Firm: Ic Advisory Services, Inc.

Jared Burns (CRD# 6588267) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ic Advisory Services Inc. Plattsburgh, NY Feb 2016 - Current 8
The Investment Center Inc. Plattsburgh, NY Dec 2015 - Current 8
Self Employed Plattsburgh, NY Apr 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Jared C. Burns
Phone Number: 908-707-4422
Registered State(s):
  • CA
  • CO
  • DC
  • FL
  • ID
  • IL
  • MD
  • MA
  • NJ
  • NY
  • NC
  • PA
  • SC
  • VT
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    1,790
    MILLIONS
  • Total Number of Accounts
    5,736
    ACCOUNTS
  • Average Account Value
    $312,006
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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