Jared D. Gilpin

MACRO TREND

Columbia, MO

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CRD#: 5522866

Professional summary

Jared D Gilpin is a registered financial advisor currently at MACRO TREND, LLC located in Columbia, Missouri.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jared has worked at 2 firms and has passed the Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared D Gilpin'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

July 31, 2012 - Present

MACRO TREND, LLC

RIA

CRD#: 164417

Columbia, MO

Past

August 5, 2008 - July 31, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN JOSE, CA

Past

July 18, 2008 - July 31, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN JOSE, CA

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

Missouri
(10/27/2014)

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: 8/1/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/2008

General Securities Representative Examination

Current Firm

MACRO TREND, LLC

CRD#: 164417 / SEC#:

California

Registered Investment Advisory firm - (5/10/2019 Terminated)

Missouri

Registered Investment Advisory firm - (10/27/2014 Approved)

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).

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Contact information

Main Address

Columbia, MO

Mailing Address

Phone number

(408) 335-4716

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 26,800,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jared D. Gilpin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared D Gilpin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO TREND, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2008

Series 7

Date: 7/17/2008

Current Firm

MACRO TREND, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO TREND, LLC

TRUST BUT VERIFY

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