Jared Evangelous
Jared Evangelous is a registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 16 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
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.
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Jared operates under the DBA CCR Wealth Management as a financial professional, offering financial services since January 2023. This takes nearly full-time hours, with most of the time spent during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Metlife Securities INC.Broker
State Registrations10 states
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.