Jared O'roak
Jared O'roak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hampden, ME, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9 Commerce Court, Suite 3, Hampden, ME, 04444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared serves on the Investment Council for a non-profit, dedicating minimal time to reviewing the portfolio and answering questions. He is also an independent contractor and branch manager for Meridian Wealth Strategies, spending about half his time in this role as a financial advisor with RJFS.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations52 states
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