Unclaimed Profile

Jennifer Lara Szaro

XML FINANCIAL, LLC·BETHESDA, Maryland

SIE, Series 6, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record25 years registeredXML FINANCIAL, LLC

6901 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 4395464Firm CRD# 284987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lara Szaro · BETHESDA, MD

Registration

CRD #4395464 · XML FINANCIAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

XML FINANCIAL GROUP

Feb 2019 – present

XML SECURITIES

Jun 2008 – present

LARA, MAY & ASSOCIATES, LLC

May 2015 – Apr 2019

Burke, VA

LARA, SHULL & MAY, LTD.

Mar 2006 – Dec 2007

FALLS CHURCH, VA

THE LARA GROUP, LTD

Jan 2001 – Mar 2015

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XML FINANCIAL, LLC

CRD 284987 · SEC 801-108376

AUM

$2.8B

Regulatory assets under management

Employees

5,960 client accounts

Services offered by XML FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at XML FINANCIAL, LLC →

Introduction

Speak with Jennifer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jennifer Lara Szaro offer?

Jennifer Lara Szaro specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Jennifer Lara Szaro's credentials?

Jennifer Lara Szaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lara Szaro located?

Jennifer Lara Szaro is based in BETHESDA, Maryland, working with XML FINANCIAL, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Jennifer Lara Szaro charge for services?

Jennifer Lara Szaro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is XML FINANCIAL, LLC?

XML FINANCIAL, LLC has approximately 52 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →