Jared Ray Zeiser

Employer firm

Zeiser Wealth Management LLC CRD 285956

$67.0M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 03/2017
  Lpl Financial Services
  Charlotte, NC
• 03/2017 → 02/2019
  Triad Advisors, Inc.
  Norcross, GA
• 03/2017 → Present
  Zeiser Wealth Management Llc
  Hot Springs, AR

Previous Registrations

• 2008-11-17 → 2017-03-13
  Lpl Financial Llc
  Malvern, AR
  Hot Springs, AR
  Hot Springs, AR
  Fort Mill, SC
  Malvern, AR
• 2006-01-06 → 2008-11-19
  Investment Professionals, Inc.
  Arkadelphia, AR
  Malvern, AR
  Hot Springs, AR
  San Antonio, TX
  Arkadelphia, AR

Other Businesses

1)Zeiser Wealth Management, LLC;investment related;1702 Malvern Ave,Suite A,Hot Springs,AR 71901;DBA/RIA;member,owner;1/2009;40 hrs/month;6.5 hrs during trading;DBA/RIA 2)Quadruple C's Properties;investment related;1702 Malvern Ave,Suite A,Hot Springs,AR 71901;rental building;owner/member;2012;0 hrs/month;0 hrs during trading;owner/member 3)Hot Springs Concord Properties,LLC;not investment related;1702 Malvern Ave,Hot Springs,AR 71901;POA for building complex & grounds;member;2012;0 hrs/month;0 hrs during trading;pays common property expenses 4)Appointment with multiple insurance carriers;not investment related;provide life,disability,ltc,insurance;2008;2 hrs/month;0 hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-05
• S63 Uniform Securities Agent State Law Examination
  1999-11-24