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Jared Dull

Jared Dull

OTIUM WEALTH MANAGEMENT
FORT COLLINS, CO 80525
Some features on this profile are disabled
CRD#: 7341375
Jared Dull

Professional summary

Jared Dull is a registered financial advisor currently at OTIUM WEALTH MANAGEMENT located in Fort Collins, Colorado.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jared has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Dull'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

February 6, 2026 - Present

OTIUM WEALTH MANAGEMENT

Office #1: 1315 Oakridge Dr. Ste 100, Fort Collins, CO 80525
RIA
CRD#: 340157
FORT COLLINS, CO
Past

May 17, 2021 - February 9, 2026

EDWARD JONES

RIA
CRD#: 250
FT COLLINS, CO
Past

April 23, 2021 - February 9, 2026

EDWARD JONES

BD
CRD#: 250
FT COLLINS, CO

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
Colorado
(2/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/30/2021
Securities Industry Essentials Examination

Current Firm

OW
OTIUM WEALTH MANAGEMENT
OTIUM WEALTH MANAGEMENT | OTIUM WEALTH MANAGEMENT, LLC

CRD#: 340157 / SEC#:

Colorado
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
1315 Oakridge Dr. Ste 100, Fort Collins, CO 80525
Mailing Address
P.o. Box 271277, Ft. Collins, CO 80527
Phone number
(913) 226-3692
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

OTIUM WEALTH MANAGEMENT

CRD#: 340157Fort Collins, CO 80525

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