Jarred
Elwell
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jarred Elwell is a financial advisor based in Norman, Oklahoma, working with United Planners' Financial Services Of America A Limited Partner. Jarred has previously held positions at Steven D. Kaestner P.C, Ironhorse Wealth Management, Vsr Financial Services, Inc, University Of Oklahoma College Of Law, Smith Simmons, Pllc, Elwell And Spain, Pllc, and Elwell Wealth Management, LLC. Jarred has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Jarred is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Norman, Oklahoma. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 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, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jarred Elwell Work History
Elwell And Spain, Pllc
Elwell Wealth Management, LLC
Vsr Financial Services, Inc
Smith Simmons, Pllc
Steven D. Kaestner P.C
Ironhorse Wealth Management
University Of Oklahoma College Of Law
Disclosures
Please visit the SEC profile of Jarred Elwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
