Jared William Clarkin Wilcox
CFP®Professional Summary
Jared William Clarkin Wilcox, CFP®, who also goes by Jared William Clarkin Wilcox Mr., Jared Clarkin Wilcox, Jared William Wilcox, Jared Wilcox, is a registered financial advisor currently at RODGERS & ASSOCIATES located in Lancaster, Pennsylvania. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jared has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
Biography
Jared says the most fulfilling aspect of retirement planning is helping clients accomplish goals, impact others, and navigate the different phases of retirement. Since there are many complexities with retirement planning, Jared believes clients should work with a specialist in the field. When he is not helping clients navigate the phases of retirement, you will find him spending time with family and friends, playing golf, watching sports, or being part of his church family. Jared...
Other Aliases
Jared William Clarkin Wilcox Mr., Jared Clarkin Wilcox, Jared William Wilcox, Jared Wilcox
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
Contact Information
Main Address
2025 Lititz Pike, Lancaster, PA 17601Phone Number
(717) 560-3800# of Employees
21SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,544AUM (Assets Under Management)
$1,630,281,071Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
State Registrations and Notice Filings
(11/5/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jared William Clarkin Wilcox's CRS (Customer Relationship Summary).
Services Offered by Jared
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
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