Scott
Jarred

Invst, LLC

CRD#4658317
Investment Advisor
in Indianapolis, IN

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About this Advisor

Scott Jarred is a certified financial planner operating in Indianapolis, Indiana with 7 years of relevant experience. Jarred currently works for Invst, LLC. Their career trajectory has included roles at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Jarred Bunch Consulting LLC, Jarred Ventures LLC, Northside Mental Health Center, Horizon Planning Group and Invst LLC. Jarred has Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Indiana and Texas. Invst, LLC is an advisory company based out of Indianapolis, IN. It has offices in 12 locations and a total of 59 employees. It manages $961 million in assets across its 5,008 accounts, placing it among the larger firms in the country by assets under management. Of its 5,008 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on the type of financial services. However, fee types billed by Invst, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3625 E 96Th St
Indianapolis, IN 46240

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Invst, LLC Brokerage Details

Total Assets Under Management

$961,070,072

IN Average: $1,347,246,178
Total Number of Employees

59

IN Average: 46
Total Number of Accounts

5,008

IN Average: 1,775
Average Account Size

$191,907

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Scott Jarred Work History

Scott has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Invst LLC

2011 - Present (13 years)

Guardian Life Insurance Co Of America

2011 - Present (13 years)

Horizon Planning Group

2008 - Present (16 years)

Northside Mental Health Center

2006 - Present (18 years)

Jarred Ventures LLC

2011 - 2016 (5 years)

Park Avenue Securities LLC

2003 - 2016 (13 years)

Jarred Bunch Consulting LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Jarred 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 Invst, LLC

Geoffrey Thomas
Indianapolis, IN
Barbara Dugan
Indianapolis, IN
Camryn Olson
Indianapolis, IN
Ben Duronio
Indianapolis, IN
Matthew Hasbrook
Indianapolis, IN
Justin Brammer
Indianapolis, IN
Lloyd Easters
Brownsburg, IN
Thomas Cudahy
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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