Jared Wells (CRD# 4947029) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 19 years of experience in the finance industry. Jared Wells 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.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Erie, PA | Jul 2021 - Current | 3 |
| Rose/mastrey/wells LLC | Erie, PA | Jun 2018 - Jul 2021 | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Girard, PA | Jun 2005 - Jul 2021 | 16 |
| Waddell & Reed, Inc. | Erie, PA | Apr 2005 - Jul 2021 | 16 |
| Fairview School District | Fairview, PA | Nov 2015 - Sep 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- PA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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