Jared P. Soper

SKY INVESTMENT GROUP LLC

Hartford, CT 06103

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CRD#: 833944

Professional summary

Jared Porter Soper, who also goes by Jared P Soper, is a registered financial advisor currently at SKY INVESTMENT GROUP LLC located in Hartford, Connecticut.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jared has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared P Soper

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 Porter Soper'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

July 3, 2020 - Present

SKY INVESTMENT GROUP LLC

Office #1: One Financial Plaza Suite 1210, Hartford, CT 06103

RIA

CRD#: 134001

Hartford, CT

Past

March 12, 1999 - July 1, 2020

YHB INVESTMENT ADVISORS INC

RIA

CRD#: 105434

WEST HARTFORD, CT

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".

SKY INVESTMENT GROUP LLC

CRD#: 134001 / SEC#: 801-63875

RIA

Registered Investment Advisory firm - (2/18/2005 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(7/3/2020)

IAR

Texas
(7/3/2020)

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

Current Firm

SKY INVESTMENT GROUP LLC

CRD#: 134001 / SEC#: 801-63875

RIA

Registered Investment Advisory firm - (2/18/2005 Approved)

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Contact information

Main Address

One Financial Plaza Suite 1210, Hartford, CT 06103

Mailing Address

Phone number

(860) 761-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

09-25-2025 (9/24/2025)

Regulatory assets under management

Total Number of Accounts	932
AUM (Assets Under Management)	$ 850,858,338

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.

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Jared P. Soper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Porter Soper's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKY INVESTMENT GROUP LLC

YHB INVESTMENT ADVISORS INC

Primary Firm SEC Registration

SKY INVESTMENT GROUP LLC

State Registrations and Notice Filings

Exams

Current Firm

SKY INVESTMENT GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKY INVESTMENT GROUP LLC

TRUST BUT VERIFY

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