Jared Walsh (CRD# 7519807) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sunderland, MA and has 1 year of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 2355947
Capital Analysts
CRD# 5602794
United Capital Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management LLC | Topeka, KS | Jul 2023 - Current | < 1 |
Dale Frank Financial Group LLC | Sunderland, MA | Mar 2022 - Current | 2 |
Village Pizza | Spencer, MA | Aug 2015 - Jun 2022 | 6 |
Gogo Magnolia | Windsor Locks, CT | Oct 2021 - Mar 2022 | < 1 |
Construction Service LLC | Wilbraham, MA | Jan 2018 - Oct 2021 | 3 |
Brunette Trucking | Leicester, MA | Jun 2020 - Jan 2021 | < 1 |
Worcester Country Club | Worcester, MA | Oct 2015 - May 2018 | 2 |
Leicester High School | Leicester, MA | Aug 2011 - May 2015 | 3 |
Burger King | Auburn, MA | Aug 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CT
- MA
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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