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Jared Dean Rand

CAPITAL PORTFOLIO MANAGEMENT L.L.C.·TOPEKA, Kansas
Unclaimed Profile
505 SW WASHBURN AVE., TOPEKA, KS 66606-1523CRD# 2425888Firm CRD# 127372
01

About

Jared Dean Rand is a registered financial advisor based in TOPEKA, Kansas, affiliated with CAPITAL PORTFOLIO MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL PORTFOLIO MANAGEMENT L.L.C.
CAPITAL PORTFOLIO MANAGEMENT L.L.C.
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPITAL PORTFOLIO MANAGEMENT L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2425888
Firm CRD# 127372
No disclosures on file
View on FINRA BrokerCheck →

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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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Debra Ann Clayton — CLAYTON FINANCIAL SERVICES INCRandy Joe Clayton — CLAYTON FINANCIAL SERVICES INCJames Micheal Heeney — AE WEALTH MANAGEMENT, LLCTheresa Ann Muller — CARLSON & COMPANY FINANCIAL SERVICES, LLCM. Danyse Ford — CORNERSTONE ADVISORS, LLC
Nearby cities in Kansas
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Research
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