Jared Shane Rasmussen
Professional Summary
Jared Shane Rasmussen, who also goes by Jared S Rasmussen, is a registered financial advisor currently at SERENE POINT ADVISORS LLC located in Ridgefield, Washington. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jared has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jared S Rasmussen
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
SERENE POINT ADVISORS LLC
Contact Information
Main Address
Lake Oswego, ORMailing Address
P.o. Box 45, Lake Oswego, OR 97034Phone Number
(503) 360-9550# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
115AUM (Assets Under Management)
$32,943,754Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/19/2023)
(11/19/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jared Shane Rasmussen's CRS (Customer Relationship Summary).
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