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Jared Christopher Siegel

DELAP WEALTH ADVISORY, LLC·LAKE OSWEGO, Oregon
Clean recordDELAP 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jared Christopher Siegel is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with DELAP WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
DELAP WEALTH ADVISORY, LLC
DELAP WEALTH ADVISORY, LLC
AUM
$546M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DELAP WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5482157
Firm CRD# 282312
View on FINRA BrokerCheck →

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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
Advisor Fees in OregonNational Fee Analysis
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