Scott A. Jarred

INVST

Indianapolis, IN 46240

Some features on this profile are disabled

CRD#: 4658317

Professional summary

Scott Andrew Jarred, CFP® is a registered financial advisor currently at INVST, LLC located in Indianapolis, Indiana.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Scott has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

Jarred Ventures LLC owns real estate and other personal investments - passive income - no hours spent. Jarred Holdings LLC owns investment group entities, which own property entities, which own develop and operate property and real estate development projects - 4 hours per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Andrew Jarred's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

May 2, 2016 - Present

INVST, LLC

Office #1: 3625 E 96th St, Indianapolis, IN 46240

RIA

CRD#: 282863

Indianapolis, IN

Past

September 19, 2007 - May 27, 2016

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

INDIANAPOLIS, IN

Past

May 13, 2004 - May 27, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

INDIANAPOLIS, IN

Past

May 20, 2003 - May 6, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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
(5/2/2016)

IAR

Texas
(5/2/2016)

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

State Security Law Exam

IAR

Series 66

Date: 9/10/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/19/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3625 E 96th St, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 202-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

ADV PART 2A BROCHURE INVST LLC (6/11/2025)

ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts	6,777
AUM (Assets Under Management)	$ 1,786,624,623

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott A. Jarred

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Andrew Jarred's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2007

Series 63

Date: 4/17/2006

SIE

Date: 5/27/2016

Series 7

Date: 5/8/2007

Series 6

Date: 5/19/2003

Current Firm

INVST, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVST, LLC

TRUST BUT VERIFY

Similar Advisors