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JS

Jared A. Schumann

CYNOSURE PORTFOLIO ADVISORS
WEEHAWKEN, NJ
CRD#: 5824690
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JS
Jared A SchumannCYNOSURE PORTFOLIO ADVISORS

Professional summary

Jared A Schumann, who also goes by Jared Andrew Schumann, is a registered financial advisor currently at CYNOSURE PORTFOLIO ADVISORS LLC located in Weehawken, New Jersey.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jared has worked at 6 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jared Andrew Schumann

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 A Schumann's CRS (Customer Relationship Summary).
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

October 7, 2025 - Present

CYNOSURE PORTFOLIO ADVISORS LLC

RIA
CRD#: 337747
WEEHAWKEN, NJ
Past

March 21, 2025 - October 7, 2025

CYNOSURE GROUP, LLC

RIA
CRD#: 281399
New York, NY
Past

May 10, 2021 - March 24, 2025

SVB WEALTH

RIA
CRD#: 172832
NEW YORK, NY
Past

September 9, 2015 - April 6, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEW YORK, NY
Past

September 8, 2015 - April 6, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 23, 2013 - August 14, 2015

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

September 2, 2011 - August 14, 2015

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 23, 2010 - November 19, 2010

COHEN CAPITAL GROUP, LLC

BD
CRD#: 43418
NEW YORK, NY

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".
CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 Approved)

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
New Jersey
(10/10/2025)
IAR
New York
(10/7/2025)
IAR
Utah
(10/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/31/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2011
General Securities Representative Examination

Current Firm

CP
CYNOSURE PORTFOLIO ADVISORS LLC
CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747 / SEC#: 801-134251

RIA
Registered Investment Advisory firm - (9/25/2025 Approved)
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Contact information

Main Address
111 South Main Street Suite 2350, Salt Lake City, UT 84111
Mailing Address
Phone number
(801) 521-3100
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYNOSURE PORTFOLIO ADVISORS_ADV PART 2 BROCHURE (7/29/2025)
0

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.

Company Information

CYNOSURE PORTFOLIO ADVISORS LLC

CRD#: 337747Weehawken, NJ

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