Jared BannerCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management388MILLIONS
Total Number of Accounts644ACCOUNTS
Average Account Value$601,857
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, NY, TX, VT
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