Jaran
Day
Opinicus
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About this Advisor
Jaran Day is a financial advisor based in Tampa, Florida, working with Opinicus. Jaran has previously held positions at Wells Fargo Advisors, LLC, Lpl Financial LLC, Opinicus Capital Inc Dba Opinicus, and Opinicus Financial Group, Inc. Jaran has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Jaran is part of Opinicus, which operates out of Tampa, Florida. The firm has 6 employees and manages assets totaling $216.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Opinicus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Opinicus Brokerage Details
$216,633,426
6
604
$358,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jaran Day Work History
Opinicus Financial Group, Inc
Opinicus Capital Inc Dba Opinicus
Lpl Financial LLC
Opinicus Financial Group, Inc
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Jaran Day to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opinicus
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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