Unclaimed Profile

Jared Andrew Pearson

STRATEGY CAP, LLC·BEND, Oregon

SIE, Series 7, Series 63, Series 66Clean record22 years registeredSTRATEGY CAP, LLC

360 SW POWERHOUSE DRIVE, BEND, OR 97702CRD# 4549349Firm CRD# 323391

Profile Verification

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

Identity

Jared Andrew Pearson · BEND, OR

Registration

CRD #4549349 · STRATEGY CAP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

STRATEGY CAP, LLC

Oct 2022 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2013 – Dec 2022

BEND, OR

BROOKS CAPITAL STRATEGIES

Jan 2010 – Dec 2013

BEND, OR

COMMONWEALTH FINANCIAL NETWORK

May 2005 – Dec 2013

BEND, OR

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2004 – May 2005

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGY CAP, LLC

CRD 323391 · SEC 801-126756

AUM

$48M

Regulatory assets under management

Employees

114 client accounts

Services offered by STRATEGY CAP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGY CAP, LLC →

Introduction

Speak with Jared

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

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

Looking for a financial advisor in BEND?

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

Browse BEND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jared Andrew Pearson offer?

Jared Andrew Pearson specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Jared Andrew Pearson's credentials?

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

Where is Jared Andrew Pearson located?

Jared Andrew Pearson is based in BEND, Oregon, working with STRATEGY CAP, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Jared Andrew Pearson charge for services?

Jared Andrew Pearson'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 STRATEGY CAP, LLC?

STRATEGY CAP, LLC has approximately 2 employees and manages $48M 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 →