JS
CFA · CFP
JS
CFA · CFP

Jared Sutton

17 Years of Experience
Des Moines, IA
BrokerSells Insurance

Jared Sutton is a CFA, CFP-designated registered investment advisor, based in Des Moines, IA, with 17 years of industry experience.

Location

4140 Grand Ave., Des Moines, IA, 50312

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jared is an independent insurance agent for various companies and owns Billion Dollar Mentoring, LLC, which focuses on insurance and annuity marketing. He also dedicates nearly full-time hours to Financial Integrators as a partner.

Employment History
Current Registrations
Cambridge Investment Research, INC.
May 2020 - Present · 6 yrs
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Voya Financial Advisors, INC.
March 2009 - May 2020 · 11 yrs 2 mos
Voya Financial Advisors, INC.Broker
November 2008 - May 2020 · 11 yrs 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Jared Sutton - Financial Advisor | TrueAdvisor