JS
JS

Jared Stricklin

15 Years of Experience
Leawood, KS
Broker

Jared Stricklin is a registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

11551 Ash Street, Suite 250, Leawood, KS, 66211

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
July 2020 - Present · 6 yrs
Previous Registrations
UBS Financial Services INC.
February 2011 - August 2020 · 9 yrs 6 mos
UBS Financial Services INC.Broker
December 2010 - August 2020 · 9 yrs 8 mos
State Registrations34 states
ALARAZCACOFLGAIAIDILINKSMAMDMIMNMOMSNCNENHNJNYOHOKORPAPRSCTXUTVAWAWI
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 Stricklin - Financial Advisor | TrueAdvisor