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Jared Christopher Siegel

DELAP WEALTH ADVISORY, LLC·LAKE OSWEGO, Oregon
Series 7, Series 65, Series 66Clean record18 years registeredDELAP WEALTH ADVISORY, LLC
5885 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 5482157Firm CRD# 282312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Christopher Siegel · LAKE OSWEGO, OR
Registration
CRD #5482157 · DELAP WEALTH ADVISORY, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

AERODIGM WEALTH LLC
Feb 2016 – present
LPL FINANCIAL CORPORATION
Sep 2009 – Dec 2009
PORTLAND, OR
ASSOCIATED SECURITIES CORP.
Jan 2009 – Sep 2009
PORTLAND, OR
STRATEGIC WEALTH ADVISORS GROUP
Apr 2008 – Mar 2010
PORTLAND, OR
FSC SECURITIES CORPORATION
Mar 2008 – Jun 2008
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · March 14, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELAP WEALTH ADVISORY, LLC
CRD 282312 · SEC 801-118278
AUM
$546M
Regulatory assets under management
Employees
6
497 client accounts
Services offered by DELAP WEALTH ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELAP WEALTH ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jared Christopher Siegel offer?
Jared Christopher Siegel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Jared Christopher Siegel's credentials?
Jared Christopher Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Christopher Siegel located?
Jared Christopher Siegel is based in LAKE OSWEGO, Oregon, working with DELAP WEALTH ADVISORY, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Jared Christopher Siegel charge for services?
Jared Christopher Siegel'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 DELAP WEALTH ADVISORY, LLC?
DELAP WEALTH ADVISORY, LLC has approximately 6 employees and manages $546M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELAP WEALTH ADVISORY, LLC

Lincoln Travis Bach
LAKE OSWEGO, OR
David Glenn Delap
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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