JS
Jared R. Schamberger
UNITED CAPITAL MANAGEMENT OF KANSAS
Salina, KS 67401
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CRD#: 5826105
JS
Professional summary
Jared R Schamberger is a registered financial advisor currently at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. located in Salina, Kansas and STONEX SECURITIES INC. located in Salina, Kansas.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jared has worked at 2 firms and has passed the Series 63, Series 65, SIE 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.
1. REX SCHAMBERGER FARM; 1857 C 657 AVENUE ALTON, KS 67623; NATURE OF BUSINESS: FARM LABOR FOR MY FATHER; INVESTMENT RELATED: NON-INVESTMERELATED; TITLE: FARM LABOR - ASSISTING MY FATHER WITH TASKS ON HIS FARM; DUTIES: FIXING FENCE, CHOPPING WOOD, CUTTING DOWN TREES, MOVINGCATTLE, UPKEEP ON FARM, ETC.; START DATE: 10/20/2018; APPROXIMATE HOURS DEVOTED TO BUSINESS: 4 HOURS; APPROXIMATE HOURS DEVOTED TO BUSINESDURING MARKET HOURS: 0 HOURS. 2. KOPLOTTSCHAMBUSCH, LLC - 1937 E. TINA WAY, NEW CAMBRIA, KS 67470; NATURE OF BUSINESS: LLC FOR THE ACQUISITION AND MANAGEMENT OF COMMERCIAL PROPERTY; INVESTMENT RELATED: NO; BUSINESS POSITION: PASSIVE INVESTOR; BUSINESS DUTIES: PASSIVE INVESTOR; BUSINESS START DATE: 08/08/2023; APPROXIMATELY ONE HOUR SPENT ON THIS OBA MONTHLY, WITH ZERO DURING MARKET HOURS. 3. UNITED CAPITALINSURANCE, LLC; INVESTMENT-RELATED; 227 North Santa Fe Avenue, Suite 301, Salina, KS 67401; INSURANCE COMPANY; MANAGER/OWNER; START 08/2014; APP5 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 4. STONEX SECURITIES, INC.; INVESTMENT-RELATED; SALINA, KS; BROKER-DEALER; REGISTERED REPRESENTATIVE; START 06/2010; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS PER MONTH DURING TRADING HOURSECURITIES SALES.
CRS (Client Relationship Summary) - RIA
Click below to view Jared R Schamberger'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®
NoneExperience
Current
April 24, 2013 - Present
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Office #1: 227 North Santa Fe, Salina, KS 67401RIA
CRD#: 157755
Salina, KS
Current
October 29, 2013 - Present
STONEX SECURITIES INC.
Office #1: 227 N. Santa Fe, Salina, KS 67401BD
CRD#: 18456
Salina, KS
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".
UC
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD#: 157755 / SEC#: 801-80159
RIA
Registered Investment Advisory firm - (8/11/2014 Approved)Kansas
Registered Investment Advisory firm - (8/15/2014 Terminated)Texas
Registered Investment Advisory firm - (8/15/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Kansas(4/24/2013)
RR
Kansas(2/13/2014)
RR
Texas(6/8/2017)
IAR
Texas(11/20/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UC
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD#: 157755 / SEC#: 801-80159
RIA
Registered Investment Advisory firm - (8/11/2014 Approved)Kansas
Registered Investment Advisory firm - (8/15/2014 Terminated)Texas
Registered Investment Advisory firm - (8/15/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
227 North Santa Fe, Salina, KS 67401
Mailing Address
Phone number
(785) 823-7900
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,837 |
| AUM (Assets Under Management) | $ 669,663,839 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
