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Jared Dean Lea

Jared D. Lea

STRATEGIC WEALTH GROUP
EDEN PRAIRIE, MN 55347
Some features on this profile are disabled
CRD#: 6656663
Jared Dean Lea
Jared Dean LeaSTRATEGIC WEALTH GROUP

Professional summary

Jared Dean Lea, CFP® is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Eden Prairie, Minnesota and LPL FINANCIAL LLC located in Eden Prairie, Minnesota.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jared has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

None

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 Dean Lea'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: 2019

Experience

Current

February 27, 2018 - Present

STRATEGIC WEALTH GROUP

Office #1: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
RIA
CRD#: 284430
EDEN PRAIRIE, MN
Current

September 7, 2017 - Present

LPL FINANCIAL LLC

Office #1: 7820 Terrey Pine Court #200, Eden Prairie, MN 55347
RIA
BD
CRD#: 6413
EDEN PRAIRIE, MN
Past

September 24, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

February 12, 2018 - October 6, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

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".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT

CRD#: 284430 / SEC#: 801-108208

RIA
Registered Investment Advisory firm - (8/2/2016 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
Arizona
(6/21/2021)
RR
Florida
(4/13/2020)
RR
Louisiana
(1/11/2025)
IAR
Louisiana
(11/14/2025)
RR
Michigan
(9/24/2025)
RR
Minnesota
(12/4/2017)
IAR
Minnesota
(2/27/2018)
RR
North Carolina
(6/22/2021)
RR
Texas
(4/24/2023)
IAR
Texas
(11/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT

CRD#: 284430 / SEC#: 801-108208

RIA
Registered Investment Advisory firm - (8/2/2016 Approved)
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Contact information

Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B (5/28/2025)
WRAP BROCHURE SUPPLEMENT (2/4/2025)

Regulatory assets under management

Total Number of Accounts5,029
AUM (Assets Under Management)$ 1,029,281,614

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.

Company Information

STRATEGIC WEALTH GROUP

CRD#: 284430Eden Prairie, MN 55347

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