Jared S. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jared Shane Rasmussen's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2020 - Present
SERENE POINT ADVISORS LLC
October 27, 2020 - October 28, 2020
SERENE POINT ADVISORS LLC
August 18, 2009 - September 9, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 13, 2009 - September 9, 2020
TD AMERITRADE, INC.
August 13, 2009 - September 9, 2020
TD AMERITRADE, INC.
November 15, 2001 - June 24, 2009
STRATEGIC ADVISERS LLC
September 1, 1995 - June 24, 2009
FIDELITY BROKERAGE SERVICES LLC
August 3, 1995 - August 16, 1995
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/19/2023)
(11/19/2020)
Exams
Current Firm
SERENE POINT ADVISORS LLC
CRD#: 309433 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 30,815,674 |
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.
