Jared Lentz, financial advisor Valley City ND

Jared Lentz

CRD Number: 7190598
Current Firm: Commonwealth Financial Network

Jared Lentz (CRD# 7190598) is an Investment Advisor Representative working at Commonwealth Financial Network in Valley City, ND and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Forward Valley City, ND Jun 2019 - Current 2
Commonwealth Financial Network Waltham, MA Jun 2019 - Current 2
Valley City Public Schools Valley City, ND Nov 2018 - May 2019 < 1
Valley City Public Schools Valley City, ND Oct 2015 - Mar 2019 3
Valley City Parks And Rec Valley City, ND Apr 2018 - Aug 2018 < 1
Valley City Parks And Rec Valley City, ND Oct 2017 - May 2018 < 1
Sheyenne Care Center Valley City, ND May 2016 - Aug 2016 < 1
Valley City Town And Country Club Valley City, ND Apr 2015 - Aug 2015 < 1
Valley City Town And Country Club Valley City, ND Apr 2013 - Apr 2015 2
Student Valley City, ND Sep 2009 - Apr 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Jared T. Lentz
Phone Number: 781-736-0700
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, WY

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