Jered B. Skousen

HARVARD AVENUE INVESTMENT ADVISORY

Gilbert, AZ

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CRD#: 5134979

Professional summary

Jered B Skousen, who also goes by Jered Skousen, is a registered financial advisor currently at HARVARD AVENUE INVESTMENT ADVISORY located in Gilbert, Arizona.

Jered is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jered has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jered Skousen

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.

Healer's Art, LLC, co-owner with my wife. Her business, I average zero hours per week working with this business Next Phase Manufacturing (33% owner), Investment of AADI (75% owner), Zero Gravity Events (33% owner), and Cynergy Expansion (20% owner): these are all dormant LLCs, none of these require any time or effort from Mr. Skousen.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jered B Skousen'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®

None

Experience

Current

February 27, 2018 - Present

HARVARD AVENUE INVESTMENT ADVISORY

RIA

CRD#: 291787

Gilbert, AZ

Past

December 9, 2015 - December 17, 2018

VESTORY, LLC

RIA

CRD#: 151858

Gilbert, AZ

Past

June 18, 2014 - April 23, 2015

VESTORY, LLC

RIA

CRD#: 151858

GILBERT, AZ

Past

May 8, 2006 - December 31, 2008

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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
(2/27/2018)

IAR

Texas
(12/11/2021)

IAR

Utah
(5/18/2018)

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 65

Date: 9/11/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/11/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/5/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HARVARD AVENUE INVESTMENT ADVISORY

HARVARD AVENUE | HARVARD AVENUE INVESTMENT ADVISORY | HARVARD AVENUE CONSULTANTS, LLC

CRD#: 291787 / SEC#:

Arizona

Registered Investment Advisory firm - (2/27/2018 Approved)

Texas

Registered Investment Advisory firm - (12/11/2021 Approved)

Utah

Registered Investment Advisory firm - (5/18/2018 Approved)

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Contact information

Main Address

Gilbert, AZ

Mailing Address

Phone number

(480) 236-0714

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	432
AUM (Assets Under Management)	$ 47,942,254

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.

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Jered B. Skousen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jered B Skousen's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARVARD AVENUE INVESTMENT ADVISORY

VESTORY, LLC

VESTORY, LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2013

Series 63

Date: 5/11/2006

Series 6

Date: 5/5/2006

Current Firm

HARVARD AVENUE INVESTMENT ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARVARD AVENUE INVESTMENT ADVISORY

TRUST BUT VERIFY

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