Jared
Bovinet

W&S Brokerage Services, Inc

CRD#6287807
Investment Advisor
in Greenville, SC

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About this Advisor

Jared Bovinet is a financial advisor based in Greenville, South Carolina, working with W&S Brokerage Services, Inc. Jared has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, The Vanguard Group, Inc, The Prudential Insurance Company Of America, Pruco Securities LLC, W&S Brokerage Services, Inc, and Western Southern Life - Agent. Jared has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Jared is part of W&S Brokerage Services, Inc, which operates out of Greenville, South Carolina. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

330 Pelham Road Building B Suite 109B
Greenville, SC 29615-3111

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

SC Average: $2,106,341,625
Total Number of Employees

85

SC Average: 34
Total Number of Accounts

451

SC Average: 1,972
Average Account Size

$272,427

SC Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jared Bovinet Work History

2024 - Present (0 year)

W&S Brokerage Services, Inc

2024 - Present (0 year)

Western Southern Life - Agent

2023 - Present (1 year)

The Prudential Insurance Company Of America

2023 - Present (1 year)

Pruco Securities LLC

2023 - 2023 (< 1 year)

The Vanguard Group, Inc

2022 - 2023 (1 year)

Charles Schwab & Co., Inc

2022 - 2023 (1 year)

Charles Schwab Bank, Ssb

2018 - 2022 (4 years)

Fidelity Personal And Workplace Advisors

2014 - 2022 (8 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Jared Bovinet 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 W&S Brokerage Services, Inc

David Goldman
Owings Mills, MD
Cindy Tsai
Cincinnati, OH
Jeffry Risser
Findlay, OH
Remington Taylor
Cincinnati, OH
David Adamson
Orland Park, IL
Poh Wah Kenney Yiow
Roanoke, TX
Dwayne Daniels
Loveland, OH
Vivienne Ather
Jacksonville, 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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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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