Jared Nolan is a registered investment advisor at Bear Nolan LLC, based in Los Angeles, CA, with 2 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bear Nolan does not directly manage investments. Instead, Bear Nolan refers clients to third-party investment advisors, such as Rockefeller Capital Management. Bear Nolan receives 20% of the advisory fee that Rockefeller Capital Management charges to clients. These fees are negotiable, and clients can terminate their agreement with Rockefeller Capital Management.
Location
11737 Darlington Ave, #302, Los Angeles, CA, 90049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bear Nolan LLC
State Registrations1 state
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