Jared A. Mietzner

MIETZNER WEALTH MANAGEMENT

MOUNTAIN VIEW, CA 94040

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CRD#: 6302610

Professional summary

Jared A Mietzner, who also goes by Jared A Mietzner Sr., Jared Mietzner, is a registered financial advisor currently at MIETZNER WEALTH MANAGEMENT located in Mountain View, California.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jared has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared A Mietzner Sr. | Jared Mietzner

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) Name: Landlord Position: Property Owner Nature: Landlord Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 04/17/2015 Address: 1360 S Main St,, Salt Lake City UT 84115, United States Description: Rents apartment units to tenants. (2) Name: US Navy Position: Manager Nature: National Defense Investment Related: No Hours: 72 Securities Trading Hours: 0 Start Date: 02/27/2017 Address: 2144 CLEMENT AVENUE, Alameda CA 94501, United States Description: National Defense

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared A Mietzner'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®

None

Experience

Current

May 13, 2025 - Present

MIETZNER WEALTH MANAGEMENT

Office #1: 800 West El Camino Real Ste. 180, Mountain View, CA 94040

RIA

CRD#: 335645

MOUNTAIN VIEW, CA

Past

July 5, 2023 - April 25, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PALO ALTO, CA

Past

July 5, 2023 - April 25, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PALO ALTO, CA

Past

June 1, 2021 - May 27, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Menlo Park, CA

Past

June 1, 2021 - May 27, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Menlo Park, CA

Past

May 23, 2019 - May 5, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAN JOSE, CA

Past

May 20, 2019 - April 13, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN JOSE, CA

Past

August 24, 2015 - November 19, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SOUTH JORDAN, UT

Past

July 1, 2015 - November 19, 2018

MORGAN STANLEY

CRD#: 149777

SOUTH JORDAN, UT

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

California
(5/13/2025)

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: 8/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2015

General Securities Representative Examination

Current Firm

MIETZNER WEALTH MANAGEMENT

MIETZNER WEALTH MANAGEMENT | MIETZNER WEALTH MANAGEMENT, LLC

CRD#: 335645 / SEC#:

California

Registered Investment Advisory firm - (5/13/2025 Approved)

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Contact information

Main Address

800 West El Camino Real Ste. 180, Mountain View, CA 94040

Mailing Address

Phone number

(408) 786-5566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jared A. Mietzner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared A Mietzner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIETZNER WEALTH MANAGEMENT

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/1/2015

Current Firm

MIETZNER WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MIETZNER WEALTH MANAGEMENT

TRUST BUT VERIFY

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