Jared
Messer
E*Trade Capital Management, LLC
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About this Advisor
Jared Messer is a financial advisor operating out of Dallas, Texas with a total of 1 year of industry experience. Messer works at E*Trade Capital Management, LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, University Of North Texas, Harris County Public Health, Baylor University, Best Buy Co. Inc, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Messer has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Texas. E*Trade Capital Management, LLC is a financial advisory company based out of Arlington, VA. It handles $7 billion in total assets between its 90,806 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 15 charities and foundations. Of its 90,806 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on the type of services provided. Fees charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jared Messer Work History
Jared has been registered as a financial advisor for 1 years.*
E*Trade Securities LLC
E*Trade Capital Management LLC
Morgan Stanley
Fidelity Brokerage Services LLC
University Of North Texas
Harris County Public Health
Baylor University
Harris County Public Health
Best Buy Co. Inc
Baylor University
*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 Messer 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 E*Trade Capital Management, LLC
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
Sandy, UT
Arlington, VA
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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