Jared Colao, financial advisor Trinity FL

Jared Colao

CRD Number: 6417464
Current Firm: Edward Jones

Jared Colao (CRD# 6417464) is an Investment Advisor Representative working at Edward Jones in Trinity, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2016 - Current 7
Erie Insurance Company Erie, PA Jan 2015 - Jul 2016 1
Gannon University Erie, PA Aug 2014 - May 2016 1
Express Erie, PA Oct 2014 - Jan 2015 < 1
Gannon University- Accounts Payable Erie, PA Aug 2014 - Oct 2014 < 1
Stetson University Deland, FL Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jared T. Colao
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
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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