Jared Bolduc, financial advisor Sandy UT
93 score

Jared Bolduc

CRD Number: 5374874
Current Firm: E*trade Capital Management, LLC

Jared Bolduc (CRD# 5374874) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management Sandy, UT Apr 2016 - Current < 1
E*trade Securities LLC Sandy, UT Apr 2016 - Current < 1
Salt Valley Pomskies Draper, UT Apr 2014 - Apr 2016 2
Cuso Financial Services, LP San Diego, CA Dec 2015 - Mar 2016 < 1
Tdameritrade Inc. Draper, UT Mar 2014 - Dec 2015 1
Fidelity Brokerage Services,llc Salt Lake, UT Jun 2007 - Mar 2014 6
Cfc Fences And Decks Provo, UT May 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination Oct 2007
Contact Info for Jared R. Bolduc
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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