JM
JM

Jared Mccoy

5 Years of Experience
Brentwood, TN
Broker

Jared Mccoy is a registered investment advisor, based in Brentwood, TN, with 5 years of industry experience.

Location

213 Overlook Cir, Ste B-2, Brentwood, TN, 37027

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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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Employment History
Current Registrations
Kestra Investment Services, LLCBroker
August 2025 - Present · 9 mos
Kestra Advisory Services, LLC
August 2025 - Present · 9 mos
Kestra Investment Services, LLC
August 2025 - Present · 9 mos
Previous Registrations
Edward Jones
March 2021 - August 2025 · 4 yrs 5 mos
Edward JonesBroker
January 2021 - August 2025 · 4 yrs 7 mos
State Registrations35 states
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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 Mccoy - Financial Advisor | TrueAdvisor