Jared SloanCRD Number: 6181723
Current Firm: Wells Fargo Clearing Services, LLC
Jared Sloan (CRD# 6181723) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wheeling, WV and has over 4 years of experience in the finance industry.
Anthony Investment Management, LLC
Wesbanco Securities, Inc.
Lpl Financial LLC
|Wells Fargo Clearing Services, LLC||Wheeling, WV||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Wheeling, WV||Oct 2016 - Nov 2016||< 1|
|Edward Jones||St Louis, MO||Apr 2013 - Oct 2016||3|
|Lowe's||St. Clairsville, OH||Jan 2013 - Apr 2013||< 1|
|Macy's||St.clairsville, OH||Nov 2012 - Jan 2013||< 1|
|Unemployed||St. Clairsville, OH||Sep 2012 - Nov 2012||< 1|
|Keylogic||Morgantown, WV||May 2012 - Aug 2012||< 1|
|Miami University Intramurals||Oxford, OH||Aug 2008 - May 2012||3|
|Belmont County Water Department||St. Clairsville, OH||May 2010 - May 2011||1|
|Live Nation||St. Clairsville, OH||Jul 2010 - Jul 2010||< 1|
|All Fore Fun||St. Clairsville, OH||Aug 2006 - Aug 2009||3|
|Live Nation||St. Clairsville, OH||Jul 2009 - Jul 2009||< 1|
|Student Development Company LLC||Bridgeport, OH||May 2009 - Jul 2009||< 1|
|Live Nation||St. Clairsville, OH||Jul 2008 - Jul 2008||< 1|
|Nickles Bakery||Martins Ferry, OH||May 2008 - Jul 2008||< 1|
|School||St. Clairsville, OH||Jan 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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