TrueAdvisor
TrueAdvisor
JZ
JZ

Jared Zeiser

Zeiser Wealth Management LLC
26 Years of Experience
Hot Springs, AR
Sells Insurance
View SEC Summary
View SEC Summary

Jared Zeiser is a registered investment advisor at Zeiser Wealth Management LLC, based in Hot Springs, AR, with 26 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 195 clients with $67M in assets under management.

Zeiser Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
195 clients
Average Client Portfolio
$344K average
Assets Under Management
$67.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary from 0% to 2% per annum and are negotiable based on account size, complexity, and strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1702 Malvern Avenue, Suite A, Hot Springs, AR, 71901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jared is a member and owner of Zeiser Wealth Management, LLC, a DBA/RIA, dedicating about a quarter of his time. He also owns rental property and acts as POA for a building complex, but spends minimal time on these activities. Finally, he is appointed with multiple insurance carriers to provide life, disability, and long-term care insurance, spending minimal time on this.

Employment History
Current Registrations
Zeiser Wealth Management LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
March 2017 - April 2019 · 2 yrs 1 mo
LPL Financial LLCBroker
November 2008 - March 2017 · 8 yrs 4 mos
LPL Financial LLC
November 2008 - March 2017 · 8 yrs 4 mos
Investment Professionals, INC.
January 2006 - November 2008 · 2 yrs 10 mos
Investment Professionals, INC.Broker
November 1999 - November 2008 · 9 yrs
State Registrations3 states
ARLATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Hot Springs, AR →All financial advisors in Arkansas →