Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Canandaigua, NY | Apr 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Canandaigua, NY | Apr 2023 - Current | 1 |
| The Canandaigua National Bank & Trust Co | Canandaigua, NY | Apr 2023 - Current | 1 |
| Esl Investment Services, LLC | Canandaigua, NY | Aug 2020 - Mar 2023 | 2 |
| Lpl Financial LLC | Penfield, NY | Feb 2020 - Mar 2023 | 3 |
| Esl Federal Credit Union | Rochester, NY | Mar 2018 - Mar 2023 | 5 |
| Keybank | Webster, NY | Oct 2016 - Mar 2018 | 1 |
| First Niagara Bank | Webster, NY | Jun 2016 - Oct 2016 | < 1 |
| Liberty Tax Services | Lakeville, NY | Jan 2016 - May 2016 | < 1 |
| Cb Craft Brewers | Honeoye Falls, NY | Sep 2015 - May 2016 | < 1 |
| Mdi | Fairport, NY | May 2015 - Sep 2015 | < 1 |
| Daemen College | Amherst, NY | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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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