Jared
Shirk

Lasalle St. Investment Advisors, L.L.C

CRD#6784484
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Jared Shirk is a financial advisor based in Fort Wayne, Indiana, working with Lasalle St. Investment Advisors, L.L.C. Jared has previously held positions at Weaver Bat Co, Capital Wealth Partners, Purdue University Fw, H & H Sales Co, Western Michigan, Carroll High School, Lasalle St. Securities, LLC, and Lasalle St. Investment Advisors, LLC. Jared has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Jared is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Fort Wayne, Indiana. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7030 Pointe Inverness Way Suite 320-A
Fort Wayne, IN 46804

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$3,475,023,837

IN Average: $6,674,516,078
Total Number of Employees

141

IN Average: 44
Total Number of Accounts

10,422

IN Average: 2,564
Average Account Size

$333,432

IN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jared Shirk Work History

2022 - Present (2 years)

Lasalle St. Investment Advisors, LLC

2019 - Present (5 years)

Capital Wealth Partners

2019 - Present (5 years)

Purdue University Fw

2017 - Present (7 years)

Lasalle St. Securities, LLC

2019 - 2019 (< 1 year)

Weaver Bat Co

2019 - 2019 (< 1 year)

H & H Sales Co

2018 - 2019 (1 year)

Western Michigan

2014 - 2018 (4 years)

Carroll High School

Disclosures

Please visit the SEC profile of Jared Shirk 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 Lasalle St. Investment Advisors, L.L.C

Christopher Hoy
Providence, RI
Cameron Crone
Odessa, TX
Steven Cook
Elmhurst, IL
Mark Hemmerly
Indianapolis, IN
Sagen Augustin
Bonita Springs, FL
Erin Ortiz
Tyler, TX
Shaena Yorke
Strongsville, OH
Timothy Harrison
New Castle, PA

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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