Jared Dean Lea

Employer firm

Strategic Wealth Group CRD 284430

$1.54B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2013 → 05/2017
  University Of Minnesota
  Minneapolis, MN
• 09/2016 → Present
  Lpl Financial Llc
  Eden Prairie, MN
• 02/2018 → Present
  Lpl Financial Llc
  Eden Prairie, MN
• 04/2017 → Present
  Strategic Wealth Group Registered Investment Advisors, Llc
  Eden Prairie, MN
• 08/2016 → 02/2018
  Strategic Wealth Group Registered Investment Advisors, Llc
  Minnetonka, MN

Other Businesses

1) 5/31/2017 - Strategic Wealth Group - Investment Related - At Reported Business Location - DBA for LPL Business (entity for LPL business) - Start Date:4/24/2017 - 100 Percent of Time Spent. 2) 3/6/2018 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:4/24/2017 - 160 Hours Per Month/100 Percent of time. 3) 3/6/2018 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date:4/24/2017 - 160 Hours Per Month. 4) 05/19/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/29/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5) 09/26/2022 - Strategic Tax Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Document Gatherer - Start Date - 09/12/2022 - 5 Hours Per Month/5 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Designations

• Certified Financial Planner