Jared D. Rand

FARTHER

Topeka, KS 66606

Some features on this profile are disabled

CRD#: 2425888

Professional summary

Jared Dean Rand is a registered financial advisor currently at FARTHER located in Topeka, Kansas.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jared has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-R at W D/B/A Restinatweston; Topeka, KS; Service Description: Vacation Rental; Start Date: 12/01/2014; Title: Partner; Duties: Collect rent; Time spent: 1 hour per month. 2-RandReeves, Investment related:No, Address:505 sw washburn ave, Topeka, ks, 66606, Nature of the other business: Owns building I'm in. CPM pays rent to RandReeves, Title/Position: Owner, Start date of your relationship: 06/2008, Approximate number of hours/month you devote to the other business: 2 hours per month, Describe your duties: owner 3-Random Enterprises, Investment related:No, 801 Kihekah Ave, Pawhuska, oklahoma, 74056, Laundromat, owner, 06/01/2024, 2 hours per week,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Dean Rand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 11, 2024 - Present

FARTHER

Office #1: 505 Sw Washburn Ave., Topeka, KS 66606

RIA

CRD#: 302050

Topeka, KS

Past

March 5, 2008 - December 31, 2024

APW CAPITAL, INC.

CRD#: 43814

TOPEKA, KS

Past

September 22, 2005 - February 28, 2025

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

RIA

CRD#: 127372

TOPEKA, KS

Past

September 15, 2005 - March 7, 2008

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

TOPEKA, KS

Past

January 6, 2003 - September 15, 2005

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

October 12, 1995 - January 6, 2003

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

December 12, 1994 - October 10, 1995

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

July 14, 1994 - December 19, 1994

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

April 22, 1994 - July 20, 1994

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(10/11/2024)

IAR

Texas
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/21/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Adam Tabak

LPL FINANCIAL LLC

IAR

EDINBURG, TX

Cathy Cash

MORTON WEALTH

IAR

Santa Barbara, CA

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared D. Rand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Dean Rand's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

THE O.N. EQUITY SALES COMPANY

INVESTMENT PROFESSIONALS, INC.

UMB FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

IFMG SECURITIES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2002

Series 63

Date: 2/9/1994

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1994

Series 6

Date: 4/21/1994

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

Similar Advisors