JM
JM

Jared Mann

8 Years of Experience
Denver, CO
Broker

Jared Mann is a registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jared works as a bartender at Greg's Kitchen & Taphouse, dedicating about 10-20% of his time. He also owns rental real estate properties, managing cash flow and debt servicing.

Employment History
Current Registrations
Cetera Advisors LLCBroker
June 2024 - Present · 2 yrs 1 mo
Cetera Investment Advisers LLC
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cetera Investment Services LLCBroker
June 2024 - September 2024 · 3 mos
Charles Schwab & CO., INC.Broker
January 2022 - January 2024 · 2 yrs
Charles Schwab & CO., INC.
January 2022 - January 2024 · 2 yrs
TD Ameritrade, INC.
December 2020 - March 2022 · 1 yr 3 mos
TD Ameritrade Investment Management, LLC
December 2020 - March 2022 · 1 yr 3 mos
TD Ameritrade, INC.Broker
November 2017 - March 2022 · 4 yrs 4 mos
Scottrade, INC.Broker
September 2017 - January 2018 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jared Mann - Financial Advisor | TrueAdvisor