Jared Lea (CRD# 6656663) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 6 years of experience in the finance industry. Jared Lea 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# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Eden Prairie, MN | Feb 2018 - Current | 6 |
| Strategic Wealth Group Registered Investment Advisors, LLC | Eden Prairie, MN | Apr 2017 - Current | 7 |
| Lpl Financial LLC | Eden Prairie, MN | Sep 2016 - Current | 7 |
| Strategic Wealth Group Registered Investment Advisors, LLC | Minnetonka, MN | Aug 2016 - Feb 2018 | 1 |
| University Of Minnesota | Minneapolis, MN | Aug 2013 - May 2017 | 3 |
| Running Wealth Management Group | Minnetonka, MN | Jun 2016 - Aug 2016 | < 1 |
| Cetera Advisors | Minnetonka, MN | Jun 2016 - Aug 2016 | < 1 |
| Horizontal Integration | Hopkins, MN | Jun 2015 - May 2016 | < 1 |
| University Of Minnesota | Minneapolis, MN | Oct 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- MN
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Total Assets Under Management833MILLIONS
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Total Number of Accounts4,270ACCOUNTS
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Average Account Value$195,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MO, MT, NC, ND, NE, NY, PA, SC, SD, TX, WA, WI
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