Jared Duran, financial advisor Bellevue WA
90 score

Jared Duran

CRD Number: 6158005
Current Firm: Financial Engines Advisors LLC

Jared Duran (CRD# 6158005) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Bellevue, WA Jan 2018 - Current < 1
Financial Engines Advisors LLC Phoenix, AZ Sep 2015 - Dec 2017 2
Unemployed Phoenix, AZ Feb 2015 - Sep 2015 < 1
Edward Jones St Louis, MO Oct 2014 - Feb 2015 < 1
Jpmorgan Securities LLC Phoenix, AZ Jan 2013 - Sep 2014 1
Jpmorgan Chase Bank Phoenix, AZ Apr 2012 - Sep 2014 2
Colonial Life Phoenix, AZ Aug 2010 - Apr 2012 1
Dish Network Phoenix, AZ Apr 2010 - Aug 2010 < 1
Money Management Int. Phoenix, AZ Dec 2009 - Apr 2010 < 1
Discover Financial Services Phoenix, AZ Dec 2007 - Dec 2009 2
Boulder Creek Highschool Anthem, AZ Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
S63 Uniform Securities State Law Examination Apr 2013
Contact Info for Jared C. Duran
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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