Unclaimed Profile

Jared Haims

COOPER/HAIMS ADVISORS, LLC·VICTOR, New York

Clean recordCOOPER/HAIMS ADVISORS, LLC

50 SQUARE DRIVE, VICTOR, NY 14564CRD# 4685658Firm CRD# 124122

Profile Verification

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

Identity

Jared Haims · VICTOR, NY

Registration

CRD #4685658 · COOPER/HAIMS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jared Haims is a registered financial advisor based in VICTOR, New York, affiliated with COOPER/HAIMS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COOPER/HAIMS ADVISORS, LLC

AUM

$853M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COOPER/HAIMS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4685658

Firm CRD# 124122

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jared Haims offer?

Jared Haims specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.

What are Jared Haims's credentials?

Jared Haims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Haims located?

Jared Haims is based in VICTOR, New York, working with COOPER/HAIMS ADVISORS, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.

How does Jared Haims charge for services?

Jared Haims'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 COOPER/HAIMS ADVISORS, LLC?

COOPER/HAIMS ADVISORS, LLC has approximately 14 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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