Jared Michael Trexler
Professional Summary
Jared Michael Trexler, who also goes by Jared Trexler, is a registered financial advisor currently at TREXLER FINANCIAL ADVISORS LLC located in Pana, Illinois. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jared has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jared Trexler
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
Current Firm
TREXLER FINANCIAL ADVISORS LLC
Contact Information
Main Address
3 East 3rd Street, Pana, IL 62557Mailing Address
Po Box 107, Pana, IL 62557Phone Number
(217) 562-5016# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
118AUM (Assets Under Management)
$25,122,966Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
State Registrations and Notice Filings
(8/8/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2009About the Series 6 examSimilar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY
CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Trexler's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WORTHPOINTE
MATT MONTGOMERY