Jarid Frederic Funderburg

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 10/2014 → 10/2016
  Growth Dimensions
  Belvidere, IL
• 10/2016 → 12/2018
  Osf Healthcare
  Rockford, IL
• 12/2018 → 01/2021
  Raedc
  Rockford, IL
• 01/2021 → 05/2021
  Rockford University
  Rockford, IL
• 05/2021 → 12/2021
  Unemployed
  Rockford, IL
• 12/2021 → Present
  Savant Wealth Management
  Rockford, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-14