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Jared Andrew Pearson

STRATEGY CAP, LLC·BEND, Oregon
Clean recordSTRATEGY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jared Andrew Pearson is a registered financial advisor based in BEND, Oregon, affiliated with STRATEGY CAP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGY CAP, LLC
STRATEGY CAP, LLC
AUM
$48M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STRATEGY CAP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4549349
Firm CRD# 323391
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at STRATEGY CAP, LLC

Daniel Joseph Evans
BEND, OR

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Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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