Jared T Hoole

Current Employers

Lakeside Financial Planning, Llc

Windham, NH • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2018-12-20
MA	RA	APPROVED	2014-04-01

NH RA
APPROVED

Since 2018-12-20
MA RA
APPROVED

Since 2014-04-01

Branch Locations

Windham, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bright Horizons Family Solutions	Watertown	MA	09/2012	Present
Lakeside Financial Planning, Llc	Dorchester	MA	01/2014	Present

09/2012 → Present

Bright Horizons Family Solutions

Watertown, MA
01/2014 → Present

Lakeside Financial Planning, Llc

Dorchester, MA

Other Businesses

I AM AN EMPLOYEE AT BRIGHT HORIZONS FAMILY SOLUTIONS. BRIGHT HORIZONS FAMILY SOLUTIONS IS A LEADING PROVIDER OF EARLY EDUCATION AND PRESCHOOLS, EMPLOYER-SPONSORED CHILD CARE, BACK-UP CARE, EDUCATIONAL ADVISORY SERVICES AND OTHER WORK/LIFE SOLUTIONS. BRIGHT HORIZONS IS NOT AN INVESTMENT RELATED BUSINESS. I AM THE TAX MANAGER AND HAVE BEEN WORKING HERE SINCE SEPTEMBER OF 2012. I PLAN TO SPLIT TIME EVENLY BETWEEN MY DUTIES AT BRIGHT HORIZONS AND LAKESIDE FINANCIAL PLANNING, LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-15

S65 Uniform Investment Adviser Law Examination

2014-02-15

Designations

View on SEC IAPD