Jared Banner, financial advisor Hingham MA

Jared Banner

CRD Number: 4595247
Current Firm: Sandy Cove Advisors, LLC

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Sandy Cove Advisors, LLC in Hingham, MA and has over 19 years of experience in the finance industry. Jared Banner 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.

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Professional Designations
Company Name Location Dates Years
Sandy Cove Advisors, LLC Hingham, MA Sep 2022 - Current < 1
Bdo Wealth Advisors, LLC Boston, MA Nov 2018 - Sep 2022 3
Banncap, LLC Boston, MA Apr 2017 - Nov 2018 1
Andersen Tax LLC Boston, MA Jun 2011 - Apr 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Jared B. Banner
Phone Number: 617-622-1500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    388
    MILLIONS
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $601,857
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, MA, NH, NY, TX, VT

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