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JT

Jared M. Townsend

AMERICAN ELM DISTRIBUTION PARTNERS
PORTSMOUTH, NH 03801
Some features on this profile are disabled
CRD#: 6897815
JT

Professional summary

Jared Montague Townsend is a registered financial professional currently at AMERICAN ELM DISTRIBUTION PARTNERS, LLC located in Portsmouth, New Hampshire.

Jared is registered as a RR (Registered Representative) and started their career in finance in 2018. Jared has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Jared Montague Townsend'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®
None

Experience

Current

April 8, 2026 - Present

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

Office #1: 104 Congress St Suite 404, Portsmouth, NH 03801
BD
CRD#: 153322
PORTSMOUTH, NH
Past

January 18, 2023 - March 27, 2026

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
OMAHA, NE
Past

October 13, 2022 - January 19, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 30, 2022 - January 19, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Omaha, NE
Past

October 25, 2019 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
OMAHA, NE
Past

October 21, 2019 - October 16, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Omaha, NE
Past

June 7, 2018 - January 19, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Nebraska
(4/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/16/2018
Uniform Securities Agent 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: 6/7/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AE
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
AMERICAN ELM DISTRIBUTION PARTNERS, LLC | SQN SECURITIES LLC | IAMS DISTRIBUTORS

CRD#: 153322 / SEC#: , 8-68523

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Contact information

Main Address
104 Congress St Suite 404, Portsmouth, NH 03801
Mailing Address
104 Congress St Suite 404, Portsmouth, NH 03801
Phone number
(508) 864-2175
Established
Delaware since 01/14/2010
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IDP HOLDINGS, INCMEMBER
GRANITE ISLAND HOLDINGS, LLCMEMBER
MURRAY, JESSICA LEECHIEF COMPLIANCE OFFICER4675076
PONTICELLO, MICHAEL CARLCEO & PRESIDENT4851169
RYAN, KIMBERLY ANNFINOP4316310

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

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

CRD#: 153322Portsmouth, NH 03801

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