Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Park Avenue Securities LLC in Westport, CT and has over 10 years of experience in the finance industry.
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 873183
Scholtz & Co
Score
103
CRD# 6040390
Axa Advisors, LLC
Score
88
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities LLC | Westport, CT | Apr 2016 - Current | 1 |
| Guardian Life Insurnace Company | Westport, CT | Apr 2016 - Current | 1 |
| Guardian Life Insurance | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities LLC | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Guardian Life Ins | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Park Avenue Securities | Madison, CT | Jun 2014 - Aug 2014 | < 1 |
| Guardian Life Ins | Madison, CT | Apr 2014 - Aug 2014 | < 1 |
| American United Life | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Oneamerica Securities | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Mass Mutual Life Insurance | New York, NY | May 2007 - Aug 2011 | 4 |
| Mml Investors Services | New York, NY | May 2007 - Aug 2011 | 4 |
| Adp | Milford, CT | Feb 2005 - May 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- CT
- NJ
- VA
- MA
-
Total Assets Under Management6,646MILLIONS
-
Total Number of Accounts39,311ACCOUNTS
-
Average Account Value$169,065
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV
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