Jared
Pearson
Strategy Cap, LLC
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About this Advisor
Jared Pearson is a financial advisor operating out of Bend, Oregon with 1 year of industry experience. Pearson is currently employed by Strategy Cap, LLC. During their career, the advisor has held roles at Commonwealth Financial Network, Brooks Financial Advisors, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Strategy Cap LLC. Pearson maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Oregon, Texas and Washington. Strategy Cap, LLC is an advisory firm operating out of Bend, OR. It oversees $48 million in assets between its 114 accounts, placing it among the smaller firms in the nation by assets under management. Of its 114 customer accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on which service is provided. Fees charged by Strategy Cap, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategy Cap, LLC Brokerage Details
$48,118,719
2
114
$422,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jared Pearson Work History
Jared has been registered as a financial advisor for 1 years.*
Strategy Cap LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Commonwealth Financial Network
Brooks Financial Advisors
*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 Jared Pearson 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 Strategy Cap, LLC
Bend, OR
Bend, OR
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.
