Jared Michael Kurtzer
Professional Summary
Jared Michael Kurtzer, who also goes by Jared M Kurtzer, is a registered financial advisor currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York. Jared is registered as a RR (Registered Representative) and started their career in finance in 1997. Jared has worked at 3 firms and has passed the Series 63, Series 79TO, Series 57TO, Series 82TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jared M Kurtzer
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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
29 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN VETERANS GROUP, PBC
Contact Information
Main Address
324 S. Service Road Suite 107, Melville, NY 11747Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747Phone Number
(646) 933-8387Established
Delaware since 10/20/2017Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/1/2019)
(10/16/2018)
(4/8/2019)
(6/3/2020)
(10/16/2018)
(10/16/2018)
(3/28/2019)
(3/25/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed May 2010SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jared Michael Kurtzer's CRS (Customer Relationship Summary).
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