Jared A. Mietzner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jared A Mietzner, who also goes by Jared A Mietzner Sr., Jared Mietzner, was a registered financial professional .
Jared is a previously registered financial professional and started their career in finance in 2015. Jared had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2025 - December 31, 2025
MIETZNER WEALTH MANAGEMENT
July 5, 2023 - April 25, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 5, 2023 - April 25, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 1, 2021 - May 27, 2023
CHARLES SCHWAB & CO., INC.
June 1, 2021 - May 27, 2023
CHARLES SCHWAB & CO., INC.
May 23, 2019 - May 5, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 20, 2019 - April 13, 2021
FIDELITY BROKERAGE SERVICES LLC
August 24, 2015 - November 19, 2018
MORGAN STANLEY
July 1, 2015 - November 19, 2018
MORGAN STANLEY
State Registrations and Notice Filings
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Exams
Current Firm
MIETZNER WEALTH MANAGEMENT
CRD#: 335645 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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