JS
Jared M. Savino
AVANTAX PLANNING PARTNERS
STATEN ISLAND, NY 10314
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CRD#: 6287919
JS
Professional summary
Jared Michael Savino, who also goes by Jared M Savino, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Staten Island, New York and CETERA INVESTMENT ADVISERS LLC located in Staten Island, New York.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jared has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared M Savino
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)Jared M Savino CPA PLLC; Owner; I am the owner of a CPA firm titled Jared M Savino CPA PLLC. I provide individual tax preparation services, business tax preparation services, bookkeeping and payroll processing services to small business, creating and providing periodic financial statements and budgeting and financial forecasting for small business.; IR; 130; 06/21/2016; 260 Christopher LAne Staten Island NY 10314; My duties relating to this OBA include, calculating and processing individual tax returns, calculating and processing business tax returns, monthly reconciling of clients books and records, reviewing monthly financial statements for business clients, providing annual operating budgets for certain business clients and processing payroll for business client's employees. Once licensed, I will provide investment advice and financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Michael Savino'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
July 19, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 260 Christopher Lane Suite 101, Staten Island, NY 10314RIA
CRD#: 106237
STATEN ISLAND, NY
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 260 Christopher Lane Suite 101, Staten Island, NY 10314RIA
CRD#: 105644
STATEN ISLAND, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 260 Christopher Lane Suite 101, Staten Island, NY 10314BD
CRD#: 13572
STATEN ISLAND, NY
Past
January 10, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
STATEN ISLAND, NY
Past
November 12, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
STATEN ISLAND, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
RR
California(9/18/2025)
RR
New Jersey(9/5/2025)
IAR
New York(7/19/2022)
RR
New York(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
