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Jared Dean Rand

CAPITAL PORTFOLIO MANAGEMENT L.L.C.·TOPEKA, Kansas
SIE, Series 6, Series 7, Series 63, Series 65Clean record20 years registeredCAPITAL PORTFOLIO MANAGEMENT L.L.C.
505 SW WASHBURN AVE., TOPEKA, KS 66606-1523CRD# 2425888Firm CRD# 127372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Dean Rand · TOPEKA, KS
Registration
CRD #2425888 · CAPITAL PORTFOLIO MANAGEMENT L.L.C. · 20 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Oct 2024 – present
CAPITAL PORTFOLIO MANAGEMENT L.L.C.
Sep 2005 – Feb 2025
TOPEKA, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · September 22, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL PORTFOLIO MANAGEMENT L.L.C.
CRD 127372 · SEC 801-121651
AUM
$175M
Regulatory assets under management
Employees
5
320 client accounts
Services offered by CAPITAL PORTFOLIO MANAGEMENT L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL PORTFOLIO MANAGEMENT L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Jared Dean Rand offer?
Jared Dean Rand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Jared Dean Rand's credentials?
Jared Dean Rand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Dean Rand located?
Jared Dean Rand is based in TOPEKA, Kansas, working with CAPITAL PORTFOLIO MANAGEMENT L.L.C.. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Jared Dean Rand charge for services?
Jared Dean Rand's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PORTFOLIO MANAGEMENT L.L.C.?
CAPITAL PORTFOLIO MANAGEMENT L.L.C. has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL PORTFOLIO MANAGEMENT L.L.C.

Todd Alan Reeves
TOPEKA, KS

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