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Scott Andrew Jarred

INVST, LLC·INDIANAPOLIS, Indiana
SIE, Series 6, Series 7, Series 63, Series 66Clean record18 years registeredINVST, LLC
3625 E 96TH ST, INDIANAPOLIS, IN 46240CRD# 4658317Firm CRD# 282863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Andrew Jarred · INDIANAPOLIS, IN
Registration
CRD #4658317 · INVST, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

May 2016present
Sep 2007May 2016
INDIANAPOLIS, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · September 19, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVST, LLC
CRD 282863 · SEC 801-107265
AUM
$1.3B
Regulatory assets under management
Employees
62
5,139 client accounts
Services offered by INVST, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Scott Andrew Jarred offer?
Scott Andrew Jarred specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Scott Andrew Jarred's credentials?
Scott Andrew Jarred is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Andrew Jarred located?
Scott Andrew Jarred is based in INDIANAPOLIS, Indiana, working with INVST, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Scott Andrew Jarred charge for services?
Scott Andrew Jarred's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services-percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVST, LLC?
INVST, LLC has approximately 62 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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