Jared Burke
Jared Burke is a registered investment advisor at Commonwealth Financial Network, based in Sarasota, FL, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
12724 Dusty Trail Dr., Sarasota, FL, 34238
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2004Criminal
April 2000Other Business ActivitiesSells Insurance
Jared sells fixed insurance in Sarasota, FL since November 2022, spending minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Newedge Advisors
Mid Atlantic Financial Management, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
H&r Block Financial Advisors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.