Jared Jones, financial advisor Spokane WA

Jared Jones

CRD Number: 5627593
Current Firm: Cwm, LLC

Jared Jones (CRD# 5627593) is an Investment Advisor Representative working at Cwm, LLC in Spokane, WA and has over 15 years of experience in the finance industry.

Similar Advisors
Gregory Bloom, financial advisor Spokane WA
Gregory D. Bloom
CRD# 2507571
Edward Jones
Similar Advisors
Kirby Brown, financial advisor Spokane WA
Kirby C. Brown
CRD# 4660110
Lpl Financial LLC
Similar Advisors
David Drumhiller, financial advisor Spokane WA
David T. Drumhiller
CRD# 4913097
Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial, LLC Spokane, WA Aug 2011 - Current 12
Financial Management, Inc. Spokane, WA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Jared M. Jones
Phone Number: 402-330-0808
Registered State(s):
  • LA
  • WA
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Jared Jones and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.