Jared C. Fenlason

THE DR TEAM

MURRIETA, CA

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CRD#: 7133183

Professional summary

Jared Charles Fenlason is a registered financial advisor currently at THE DR TEAM located in Murrieta, California.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jared has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

(1) Employed at Soberlink Inc. located in Huntington Beach, CA since 2015 in the position of Business Development; up to 80% of time spent. (2) California insurance agent for various insurance companies since 2019; up to 10% of time spent; business conducted at office of record. (3) Participates in the CC Advisor Group and The Doctor Team programs, which have the goal of creating a holistic approach to help physicians grow their financial health and well-being in conjunction with other professionals such as CPAs, mortgage brokers, insurance brokers, and investment advisers; up to 10% of time spent; business conducted at office of record.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Charles Fenlason'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

October 4, 2024 - Present

THE DR TEAM

RIA

CRD#: 332151

MURRIETA, CA

Past

June 6, 2019 - March 4, 2025

CHRIS A. CLARK INSURANCE SERVICES, LLC

RIA

CRD#: 288197

FRANKLIN, TN

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
(10/4/2024)

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 65

Date: 5/21/2019

Uniform Investment Adviser Law Examination

Current Firm

THE DR TEAM

FENLASON FINANCIAL SERVICES INC | THE DR TEAM | FENLASON FINANCIAL SERVICES INC.

CRD#: 332151 / SEC#:

California

Registered Investment Advisory firm - (10/4/2024 Approved)

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Contact information

Main Address

Murrieta, CA

Mailing Address

Phone number

(858) 735-2459

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jared C. Fenlason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Charles Fenlason's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE DR TEAM

CHRIS A. CLARK INSURANCE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2019

Current Firm

THE DR TEAM

Contact information

Documents

Red Flags

Company Information

THE DR TEAM

TRUST BUT VERIFY

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