Jarred Bunch Consulting, LLC

Jarred Bunch Consulting, LLC (CRD# 282863) is a financial advisory firm headquartered in Indianapolis, IN. They manage $203,342,040 in 1,200 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $169,452
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NY, PA, TX

Financial Advisors at Jarred Bunch Consulting, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Christopher P. Condle
CRD#: 4521700
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
96
Wealthminder
score

Christopher Condle (CRD# 4521700) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry. Christopher Condle 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
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 12 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.

3
Phillip C. Clark
CRD#: 5740272
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
93
Wealthminder
score

Phillip Clark (CRD# 5740272) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
John J. Long
CRD#: 4650164
2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701
93
Wealthminder
score

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

5
Kristina A. Vividor
CRD#: 4656037
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
93
Wealthminder
score

Kristina Vividor (CRD# 4656037) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

6
Michael P. Zotto
CRD#: 3037747
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
93
Wealthminder
score

Michael Zotto (CRD# 3037747) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Indianapolis, IN and has over 20 years of experience in the finance industry.

7
Jonathan P. McCarty
CRD#: 4811946
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
89
Wealthminder
score

Jonathan McCarty (CRD# 4811946) 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.

8
Perry R. McCarty
CRD#: 6302569
9000 Keystone Crossing, Suite 450, Indianapolis, IN 46240
89
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.

9
Brenda Cary
CRD#: 6805020
2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701
88
Wealthminder
score

Brenda Cary (CRD# 6805020) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Red Bank, NJ and has 1 year of experience in the finance industry.

10
Kelly J. Cole
CRD#: 6080152
2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701
88
Wealthminder
score

Kelly Cole (CRD# 6080152) is an Investment Advisor Representative working at Jarred Bunch Consulting, LLC in Red Bank, NJ and has 1 year of experience in the finance industry.

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