Jared Maroon
Jared Maroon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 14 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Criminal
April 1997Other Business Activities
Jared is the owner of SilverTree Collective, a DBA umbrella for various companies, dedicating about 10-20% of his time. He is also an officer and treasurer of SilverTree Wealth Partners, the DBA for his branch, spending about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations52 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.
Exams
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