Jared Fong

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

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

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2023-08-31
NY	RA	APPROVED	2022-09-13
TX	RA	APPROVED	2022-09-13

Branch Locations

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

Organization	City	State	From	To
Columbia Management Investment Distributors, Inc.	Boston	MA	03/2020	06/2022
Litmus	Cambridge	MA	03/2018	02/2020
Snapapp	Boston	MA	07/2017	03/2018
Wells Fargo Clearing Services, Llc	Waltham	MA	06/2022	Present
Unemployed	Boston	MA	08/2012	06/2017

03/2020 → 06/2022

Columbia Management Investment Distributors, Inc.

Boston, MA
03/2018 → 02/2020

Litmus

Cambridge, MA
07/2017 → 03/2018

Snapapp

Boston, MA
06/2022 → Present

Wells Fargo Clearing Services, Llc

Waltham, MA
08/2012 → 06/2017

Unemployed

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-01