Jared Jones, financial advisor Yakima WA
93 score

Jared Jones

CRD Number: 5627593
Current Firm: Financial Management, Inc.

Jared Jones (CRD# 5627593) is an Investment Advisor Representative working at Financial Management, Inc. in Yakima, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Spokane, WA Aug 2011 - Current 5
Financial Management, Inc. Yakima, WA Aug 2011 - Current 5
Spokane Valley Partners Spokane Valley, WA Jul 2010 - Aug 2011 1
Aflac Spokane, WA Apr 2010 - Aug 2011 1
Investment Advisors International, Inc. Spokane Valley, WA Oct 2009 - Aug 2011 1
World Group Securities, Inc. Spokane Valley, WA Dec 2008 - Aug 2011 2
Downtown Exchange Club Of Spokane Spokane, WA Dec 2008 - Aug 2011 2
World Financial Group Spokane Valley, WA Nov 2008 - Aug 2011 2
Circling Raven Golf Club Worley, ID May 2004 - Nov 2008 4
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: 509-965-5654
Firm Website: http://www.fmiwealth.net
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    1,670
    ACCOUNTS
  • Average Account Value
    $124,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, ID, OR, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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