Jared Christopher Siegel

Employer firm

Aerodigm Wealth LLC CRD 282312

$1.46B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2015 → 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

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