Jared Knowles is a CFP-designated registered investment advisor, based in Tampa, FL, with 16 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold.
Location
401 E Jackson St, Suite 3300, Tampa, FL, 33602
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Regulatory History (1)
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Customer Dispute
April 2015Denied
Other Business Activities
Jared is a business owner of CF Thumbs Up LLC since 2019. He also operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
July 2019 - Present · 7 yrs 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Wealth Enhancement Advisory Services, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2019 - July 2022 · 3 yrs
Triad Advisors LLCBroker
December 2017 - July 2019 · 1 yr 7 mos
Planning Solutions Group, LLC
November 2017 - September 2019 · 1 yr 10 mos
TD Ameritrade, INC.Broker
July 2008 - January 2016 · 7 yrs 6 mos
Amerivest Investment Management, LLC
July 2008 - January 2016 · 7 yrs 6 mos
TD Ameritrade, INC.
July 2008 - January 2016 · 7 yrs 6 mos
State Registrations2 states
FLMD
AdvisorBrokerBoth
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.
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