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JA

Jared B Abelman

AMUNI FINANCIAL

ST PETERSBURG, FL

·CRD# 5161601·19 years experience

Professional Summary

Jared B Abelman is a registered financial advisor currently at AMUNI FINANCIAL, INC. located in St Petersburg, Florida. Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jared has worked at 2 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 3, Series 7, Series 53 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

AMUNI FINANCIAL, INC.·CRD# 8365

RIA

BD

720 Second Ave S, St Petersburg, FL 33701

March 16, 2018 - Present

AMUNI FINANCIAL, INC.·CRD# 8365

RIA

BD

720 Second Ave S., St. Petersburg, FL 33701

March 25, 2010 - Present

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

August 28, 2007 - April 16, 2010

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Current Firm

AMUNI FINANCIAL, INC.

AMUNI FINANCIAL, INC.

AMERICAN MUNICIPAL SECURITIES, INC. | AMUNI FINANCIAL, INC.

CRD#: 8365 / SEC#: 801-120481, 8-25338

RIA

Registered Investment Advisory firm - SEC (3/11/2021 Approved)

Arkansas

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Florida

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Georgia

Registered Investment Advisory firm - SEC (3/17/2021 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Michigan

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Ohio

Registered Investment Advisory firm - SEC (3/11/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - SEC (3/16/2021 Terminated)

Texas

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

720 Second Ave S., St Petersburg, FL 33701

Mailing Address

P.o. Box 11749, St. Petersburg, FL 33733-9680

Phone Number

(727) 825-0522

Established

Florida since 08/18/1980

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

21

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A APPENDIX 1 (3/12/2026)

ADV PART 2A (3/12/2026)

Direct owners and executive officers

Name	Position	CRD#
PETAGNA, MICHAEL COOPER	PRESIDENT AND CHIEF COMPLIANCE OFFICER	5756933
ABELMAN, JARED B	SR. VICE PRESIDENT	5161601
DONOHUE, MARK KEVIN	SR. VICE PRESIDENT	856777
KNIGHTON, EMILY RUTH	CHIEF FINANCIAL OFFICER	6265657

Regulatory Assets Under Management

Total Number of Accounts

454

AUM (Assets Under Management)

$194,623,000

Disclosures

Regulatory Event

2

Arbitration

1

Bond

1

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/05/2026	Cover Page	Report
09/25/2024	Cover Page	Report

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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.

1- GULF COAST CARES. NOT INVESTMENT RELATED. 14041 ICOT BLVD CLEARWATER FL. IT MANAGES THE ASSETS OF GULF COAST JEWISH FAMILY & CMMTY SVCS. POSITION IS VICE CHAIRMAN. STARTING 1/31/18. HOURS WILL BE 1-2 QUARTERLY NONE DURING TRADE HOURS. WILL REVIEW WORK OF MONEY MANAGERS WHO MANAGE THE ENDOWMENT. 2-PROJECT PROSPER INC. NOT INVESTMENT RELATED. 13575 58TH ST NO CLEARWATER FL. IT PROMOTES FINANCIAL LITERACY AND MICRO LOANS TO RECENT IMMIGRANTS. POSITION IS TREASURER. STARTING 1/31/18. HOURS ARE 2 MONTHLY NONE DURING TDE HOURS. WILL SIGN CKS, RVIEW FINANCIALS, PREP BUDGETS, MONITOR BOOKKEEPING SOFTWARE RECORDS, SUPERVISE AND SUBMIT YAR END TAXES. 3-Temple Beth El. NOT INVESTMENT RELATED. 400 Pasadena AVE S, St. Pete Beach, FL 33707. Religious Organization. Board of Trustee Member and temporary transitional Treasurer. STARTING 1/31/25. HOURS ARE 5 MONTHLY NONE DURING TRADING HOURS. WILL SIGN CKS, RVIEW FINANCIALS, PREP BUDGETS, MONITOR BOOKKEEPING SOFTWARE RECORDS, SUPERVISE AND SUBMIT YAR END TAXES. 4-Business Name: 1701 25th Ave N LLC. NOT INVESTMENT RELATED. 1701 25th Avenue North, St. Petersburg, Florida. PROPERTY MANAGEMENT. POSITION IS MANAGER. STARTING 05/01/26. HOURS ARE 5 MONTHLY. NONE DURING TDE HOURS. This LLC operates to manage the property, and rental operations at 1701 25th AVE N in St Petersburg FL . 5-Business Name: Daisy NOT INVESTMENT RELATED 1117 Baker Street, Costa Mesa, CA 92626. SMART HOME TECHNOLOGY. Position: Passive Investor. Starting 08/07/2024 No Hours Monthly, None During TDE Hours. This is a Smart Home Technology Company Series B Funding.

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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".

AMUNI FINANCIAL, INC.

AMUNI FINANCIAL, INC.

AMERICAN MUNICIPAL SECURITIES, INC. | AMUNI FINANCIAL, INC.

CRD#: 8365 / SEC#: 801-120481, 8-25338

RIA

Registered Investment Advisory firm - SEC (3/11/2021 Approved)

Arkansas

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Florida

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Georgia

Registered Investment Advisory firm - SEC (3/17/2021 Terminated)

Louisiana

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Michigan

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

Ohio

Registered Investment Advisory firm - SEC (3/11/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - SEC (3/16/2021 Terminated)

Texas

Registered Investment Advisory firm - SEC (3/15/2021 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(2/8/2017)

RR

Colorado
(1/3/2019)

RR

Connecticut
(6/24/2020)

RR

District of Columbia
(4/24/2017)

RR

Florida
(3/25/2010)

IAR

Florida
(3/16/2018)

RR

Iowa
(1/11/2022)

RR

Louisiana
(5/4/2026)

RR

Massachusetts
(2/8/2017)

RR

Nevada
(2/28/2017)

RR

New York
(3/25/2010)

RR

North Carolina
(1/26/2011)

RR

Texas
(4/1/2016)

RR

Virginia
(8/16/2024)

RR

Washington
(7/10/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2007About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Oct 2007About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Nov 2014About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed May 2013About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jared B Abelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jared B Abelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JA

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