JW
Jared J. Wickes
CAPITAL ADVISOR NETWORK
Lafayette, IN 47905
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CRD#: 4468598
JW
Professional summary
Jared Johnson Wickes is a registered financial advisor currently at CAPITAL ADVISOR NETWORK located in Lafayette, Indiana.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jared has worked at 2 firms and has passed the Series 65 exam.
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.
Mr. Wickes engages in activities with Appalachian Strategy Group, LLC, a special consulting company focused on information and relationship management, some project and workflow management, and document assembly, using AI technologies and remote workforce. Through the relationship with Appalachian Strategies, Mr. Wickes may assist in tax equity and planning services to clients and may refer clients to a specific law firm, Goodspeed Merrill. Mr. Wickes receives compensation through Appalachian Strategies for the referrals made to Goodspeed Merrill.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Johnson Wickes's 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®
NoneExperience
Current
July 17, 2018 - Present
CAPITAL ADVISOR NETWORK
Office #1: 925 Mezzanine Drive Suite C, Lafayette, IN 47905RIA
CRD#: 297578
Lafayette, IN
Past
August 20, 2015 - July 16, 2018
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
Lafayette, IN
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".
CA
CAPITAL ADVISOR NETWORK
CAN WEALTH MANAGEMENT | PURPETUAL WEALTH MANAGEMENT, LLC | MOERDYK FINANCIAL, INC. | MLN WEALTH PLANNING | KENNEDY WEALTH GROUP | EVANS FINANCIAL SERVICES, INC. | ESTATE WEALTH ADVISERS, LLC | CAPTIAL ADVISOR NETWORK, LLC | CAPTIAL ADVISOR NETWORK | CAPITAL ADVISOR NETWORK, LLC | CAPITAL ADVISOR NETWORK
CRD#: 297578 / SEC#: 801-123345
RIA
Registered Investment Advisory firm - (2/28/2022 Approved)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (3/8/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)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
Indiana(7/17/2018)
IAR
Virginia(5/12/2021)
Current Firm
CA
CAPITAL ADVISOR NETWORK
CAN WEALTH MANAGEMENT | PURPETUAL WEALTH MANAGEMENT, LLC | MOERDYK FINANCIAL, INC. | MLN WEALTH PLANNING | KENNEDY WEALTH GROUP | EVANS FINANCIAL SERVICES, INC. | ESTATE WEALTH ADVISERS, LLC | CAPTIAL ADVISOR NETWORK, LLC | CAPTIAL ADVISOR NETWORK | CAPITAL ADVISOR NETWORK, LLC | CAPITAL ADVISOR NETWORK
CRD#: 297578 / SEC#: 801-123345
RIA
Registered Investment Advisory firm - (2/28/2022 Approved)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (3/8/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
925 Mezzanine Drive Suite C, Lafayette, IN 47905
Mailing Address
Phone number
(765) 588-1647
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,153 |
| AUM (Assets Under Management) | $ 99,497,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ADVISOR NETWORK
CRD#: 297578Lafayette, IN 47905TRUST BUT VERIFY
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