Jared W. Clarkin Wilcox

RODGERS & ASSOCIATES

Lancaster, PA 17601

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CRD#: 5927326

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.

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 is married and has two daughters.

Question & Answer

What are your service offerings?

Retirement Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jared William Clarkin Wilcox Mr. | Jared Clarkin Wilcox | Jared William Wilcox | Jared Wilcox

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 William Clarkin Wilcox'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 5, 2021 - Present

RODGERS & ASSOCIATES

Office #1: 2025 Lititz Pike, Lancaster, PA 17601

RIA

CRD#: 121700

Lancaster, PA

Past

October 1, 2019 - September 15, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

June 8, 2018 - September 15, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

July 25, 2016 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

May 22, 2012 - March 8, 2018

SCOTTRADE, INC.

CRD#: 8206

LANCASTER, PA

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".

RODGERS & ASSOCIATES

CRD#: 121700 / SEC#: 801-62118

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/3/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(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

State Security Law Exam

IAR

Series 66

Date: 7/25/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/13/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/2012

General Securities Representative Examination

Current Firm

RODGERS & ASSOCIATES

CRD#: 121700 / SEC#: 801-62118

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/3/2003 Terminated)

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Contact information

Main Address

2025 Lititz Pike, Lancaster, PA 17601

Mailing Address

Phone number

(717) 560-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RA FINANCIAL SERVICES FORM ADV PART 2A (3/5/2025)

RODGERS & ASSOCIATES, LTD. FORM ADV PART 2A (3/5/2025)

Regulatory assets under management

Total Number of Accounts	3,378
AUM (Assets Under Management)	$ 1,488,109,570

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.

Contact information

(xxx) xxx-xxxx

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Jared W. Clarkin Wilcox

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared William Clarkin Wilcox's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

Primary Firm SEC Registration

RODGERS & ASSOCIATES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2016

Series 63

Date: 8/13/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/21/2012

Current Firm

RODGERS & ASSOCIATES

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RODGERS & ASSOCIATES

TRUST BUT VERIFY

Contact information

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