JW
Jared T. Wilson
PAYCHEX SECURITIES
Rochester, NY 14623
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CRD#: 7158758
JW
Professional summary
Jared Tyler Wilson, who also goes by Jared T Wilson, is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in Rochester, New York.
Jared is registered as a RR (Registered Representative) and started their career in finance in 2019. Jared has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jared T Wilson
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 name of the other business; Varsity Spirit whether the business is investment-related; No the address of the other business; Memphis, TN the nature of the other business; Event Emcee your position; Emcee title, or relationship with the other business; Event Emcee the start date of your relationship; 11/1/2023 the approximate number of hours/month you devote to the other business; 30 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Emcee sporting events and assist with event management. the name of the other business; DoorDash whether the business is investment-related; No the address of the other business; 303 2nd Street, South Tower, 8th Floor, San Francisco, California, 94107 the nature of the other business; Delivery Service your position; Delivery Driver title, or relationship with the other business; Event Emcee the start date of your relationship; 03/09/2024 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Delivery of food and various items to customers.
CRS (Client Relationship Summary) - BD
Click below to view Jared Tyler Wilson'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®
NoneExperience
Current
December 16, 2024 - Present
PAYCHEX SECURITIES CORPORATION
Office #1: 220 Kenneth Drive, Rochester, NY 14623BD
CRD#: 39733
Rochester, NY
Past
December 15, 2023 - November 19, 2024
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
Tampa, FL
Past
December 6, 2023 - November 19, 2024
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
August 29, 2022 - November 8, 2023
FISHER INVESTMENTS
RIA
CRD#: 107342
TAMPA, FL
Past
October 21, 2019 - May 11, 2022
ADP BROKER-DEALER, INC.
BD
CRD#: 37693
ROSELAND, NJ
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
Alabama(12/16/2024)
RR
Alaska(12/16/2024)
RR
Arizona(12/16/2024)
RR
Arkansas(12/16/2024)
RR
California(12/16/2024)
RR
Colorado(12/16/2024)
RR
Connecticut(12/16/2024)
RR
Delaware(12/16/2024)
RR
District of Columbia(12/16/2024)
RR
Florida(12/16/2024)
RR
Georgia(12/16/2024)
RR
Hawaii(12/16/2024)
RR
Idaho(12/16/2024)
RR
Illinois(12/16/2024)
RR
Indiana(12/16/2024)
RR
Iowa(12/16/2024)
RR
Kansas(12/16/2024)
RR
Kentucky(12/16/2024)
RR
Louisiana(12/16/2024)
RR
Maine(12/16/2024)
RR
Maryland(12/16/2024)
RR
Massachusetts(12/16/2024)
RR
Michigan(12/16/2024)
RR
Minnesota(12/16/2024)
RR
Mississippi(12/16/2024)
RR
Missouri(12/16/2024)
RR
Montana(12/16/2024)
RR
Nebraska(12/16/2024)
RR
Nevada(12/16/2024)
RR
New Hampshire(12/16/2024)
RR
New Jersey(12/16/2024)
RR
New Mexico(12/16/2024)
RR
New York(12/16/2024)
RR
North Carolina(12/16/2024)
RR
North Dakota(12/16/2024)
RR
Ohio(12/17/2024)
RR
Oklahoma(12/16/2024)
RR
Oregon(12/16/2024)
RR
Pennsylvania(12/16/2024)
RR
Rhode Island(12/16/2024)
RR
South Carolina(12/16/2024)
RR
South Dakota(12/16/2024)
RR
Tennessee(12/16/2024)
RR
Texas(12/16/2024)
RR
Utah(12/16/2024)
RR
Vermont(12/16/2024)
RR
Virginia(12/16/2024)
RR
Washington(12/16/2024)
RR
West Virginia(12/16/2024)
RR
Wisconsin(12/16/2024)
RR
Wyoming(12/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/21/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION
CRD#: 39733 / SEC#: , 8-48942
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 336-6545
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
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
PAYCHEX SECURITIES CORPORATION
CRD#: 39733Rochester, NY 14623TRUST BUT VERIFY
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