JV
JV

Jared Violante

9 Years of Experience
Rockville, MD
Broker

Jared Violante is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 N. Washington Street, Suite 350, Rockville, MD, 20850

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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.

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Other Business Activities

Jared is affiliated with Capital Wealth Management Group, where commissions are deposited and expenses are paid. He spends minimal time on this internal, non-client-facing activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2016 - Present · 9 yrs 11 mos
State Registrations17 states
ARCACOCTDCFLGAKYLAMDNCNJPASCTXVAWV
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 Violante - Financial Advisor | TrueAdvisor