Jared Ryan Wilson
Professional Summary
Jared Ryan Wilson is a registered financial advisor currently at XP INVESTMENTS US, LLC located in Miami, Florida. Jared is registered as a RR (Registered Representative) and started their career in finance in 2007. Jared has worked at 4 firms and has passed the SIE, Series 87, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
XP INTERNATIONAL | XP SECURITIES, LLC | XP PRIVATE INTERNATIONAL | XP PRIVATE | XP INVESTMENTS US, LLC | XP INVESTMENTS
Contact Information
Main Address
55 West 46th Street 30th Floor, New York, NY 10036Mailing Address
701 Brickell Avenue Ste 1350, Miami, FL 33131Phone Number
(786) 732-1100Established
Delaware since 12/29/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| XP HOLDING INTERNATIONAL, LLC | PARENT COMPANY | — |
| COSCARELLI, MARCELO ALVIM | OFFICER | 4462824 |
| COSTA, JOSE EDUARDO | CHIEF EXECUTIVE OFFICER | 4983100 |
| GOMEZ, ADELIA MARIEL | CHIEF OPERATING OFFICER/ PRINCIPAL OPERATIONS OFFICER | 5477182 |
| SINGER, STEVEN FREDERIC | PRINCIPAL FINANCIAL OFFICER | 2360737 |
| WILSON, JARED RYAN | CHIEF COMPLIANCE OFFICER/ AML COMPLIANCE OFFICER | 5322068 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/26/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Apr 2008About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jared Ryan Wilson's CRS (Customer Relationship Summary).
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