Jared Reynolds
Jared Reynolds is a CFP-designated registered investment advisor at Newedge Advisors, based in Columbia, MO, with 24 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
1000 West Nifong Blvd., Building 3, Suite 200, Columbia, MO, 65203
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Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Jared is involved in several business activities, including real estate rentals, farming, consulting, and tax consulting. He is also a licensed insurance agent/broker, offering insurance products and receiving fees, which presents a potential conflict of interest.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Wr Wealth Planners LLC
V Wealth Advisors LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations1 state
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.