JP
Jared R. Peck
MESA, AZ
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CRD#: 4603912
JP
Professional summary
Jared Ross Peck was a registered financial advisor .
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jared had worked at 3 firms and has passed the Series 65, Series 63 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.
Jared Peck may work as a Fractional CFO, providing part-time financial leadership to small and mid-sized companies that do not require a full-time CFO. Beginning September 15, 2025, he will dedicate approximately 15 hours per week to Ascend Transportation, where he currently serves as CFO, with hours decreasing as a replacement is hired. He also plans to work with a remote Fractional CFO firm, building up to 20 hours per week in total, which will gradually decline as Sage Advice Financial LLC grows. Based on the nature of these services and the separation from advisory activities, this outside business activity is not expected to present a conflict of interest with Jared Peck's role with Sage Advice Financial LLC.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
January 1, 2026 - Present
MESA, AZ
Past
January 29, 2003 - April 5, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
December 11, 2002 - January 14, 2003
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
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
Arizona(1/1/2026)
IAR
Idaho(1/9/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current firm
No current employment
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.
