Jared Christopher Siegel

Current Employers

Aerodigm Wealth Llc

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2019-02-14
TX	RA	APPROVED_RES	2016-08-20

OR RA
APPROVED

Since 2019-02-14
TX RA
APPROVED_RES

Since 2016-08-20

Branch Locations

5885 Meadows Road Suite 200, Lake Oswego, OR 97035 • 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
Delap Wealth Advisory, Llc	Lake Oswego	OR	11/2015	Present
Delap Llp	Lake Oswego	OR	12/2010	Present

11/2015 → Present

Delap Wealth Advisory, Llc

Lake Oswego, OR
12/2010 → Present

Delap Llp

Lake Oswego, OR

Previous Registrations

2008-04-01 → 2010-03-31

Strategic Wealth Advisors Group

Portland, OR

Portland, OR
2009-09-08 → 2009-12-01

Lpl Financial Llc

Portland, OR
2009-01-07 → 2009-09-08

Associated Securities Corp.

Portland, OR

San Mateo, CA
2008-03-14 → 2008-06-17

Fsc Securities Corporation

Portland, OR

Portland, OR

Sacramento, CA

Other Businesses

NAME OF BUSINESS: DELAP LLP INVESTMENT RELATED: NO ADDRESS: 5885 MEADOWS RD. #200, LAKE OSWEGO, OR 97035 NATURE OF BUSINESS: ACCOUNTING FIRM TITLE: PARTNER START DATE: 12/2010 HOURS/MONTH DEVOTED: 20 HOURS DEVOTED DURING SECURITIES TRADING HOURS: 10 DUTIES: BUSINESS & PRODUCT DEVELOPMENT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-09
S66	Uniform Combined State Law Examination	2008-03-13

S65 Uniform Investment Adviser Law Examination

2015-12-09
S66 Uniform Combined State Law Examination

2008-03-13

View on SEC IAPD