Jarred Bunch Consulting, LLC

Jarred Bunch Consulting, LLC (CRD# 282863) is a financial advisory firm headquartered in Indianapolis, IN. They manage $93,895,667 in 1,406 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    1,406
    ACCOUNTS
  • Average Account Value
    $66,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MS, NJ, PA, TX

Financial Advisors at Jarred Bunch Consulting, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Scott A. Jarred
CRD#: 4658317
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
96
Wealthminder
score

Scott Jarred (CRD# 4658317) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry. Scott Jarred has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John J. Long
CRD#: 4650164
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
93
Wealthminder
score

John Long (CRD# 4650164) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

3
Perry R. McCarty
CRD#: 6302569
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
90
Wealthminder
score

Perry McCarty (CRD# 6302569) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

4
Jonathan P. McCarty
CRD#: 4811946
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
88
Wealthminder
score

Jonathan McCarty (CRD# 4811946) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

5
Lloyd R. Easters
CRD#: 6184150
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
76
Wealthminder
score

Lloyd Easters (CRD# 6184150) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.