Jared A. Schumann
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jared A Schumann, who also goes by Jared Andrew Schumann, was a registered financial professional .
Jared is a previously registered financial professional and started their career in finance in 2010. Jared had worked at 6 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 7, 2025 - July 7, 2026
CYNOSURE PORTFOLIO ADVISORS LLC
March 21, 2025 - October 7, 2025
CYNOSURE GROUP, LLC
May 10, 2021 - March 24, 2025
SVB WEALTH
September 9, 2015 - April 6, 2021
UBS FINANCIAL SERVICES INC.
September 8, 2015 - April 6, 2021
UBS FINANCIAL SERVICES INC.
August 23, 2013 - August 14, 2015
BARCLAYS CAPITAL INC.
September 2, 2011 - August 14, 2015
BARCLAYS CAPITAL INC.
July 23, 2010 - November 19, 2010
COHEN CAPITAL GROUP, LLC
Primary Firm SEC Registration
CYNOSURE PORTFOLIO ADVISORS LLC
CRD#: 337747 / SEC#: 801-134251
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/30/2024
General Securities Representative ExaminationCurrent Firm
CYNOSURE PORTFOLIO ADVISORS LLC
CRD#: 337747 / SEC#: 801-134251
Contact information
SEC notice filing (8 States and Territories)
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.
