Jared Krim is a CFP-designated registered investment advisor, based in Austin, TX, with 5 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Jared works as a financial advisor for Kestra Advisory Services and Claris Advisors, LLC, focusing on investment advisory services and registered rep activities. He also works as a financial advisor for Krim Associates, putting together financial plans, and dedicates a full-time commitment to both Claris Advisors and Krim Associates.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.