Jared Carlin (CRD# 5227648) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Friendswood, TX | Aug 2023 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2018 - Aug 2023 | 4 |
| Carlin Financial Group | Friendswood, TX | Aug 2018 - Aug 2023 | 5 |
| Altamarea Group | New York, NY | Sep 2017 - Jul 2018 | < 1 |
| Beacon Hill Staffing, Team Enterprises | New York, NY | Jan 2017 - Aug 2017 | < 1 |
| Craveable Hospitatlity Group | New York, NY | Jul 2015 - Dec 2016 | 1 |
| Unemployed (travel) | Friendswood, TX | Mar 2015 - Jun 2015 | < 1 |
| Disney Cruiseline | Celebration, FL | Sep 2014 - Feb 2015 | < 1 |
| David Burke Group | New York, NY | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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