Jared Wegrzyn

Current Employers

Employment History

• 06/2021 → 05/2022
  Creative Planning, Llc
  Overland Park, KS
• 10/2017 → 06/2021
  Heyman Investment Group
  Newport News, VA
• 08/2016 → 07/2019
  Christopher Newport University Athletics
  Newport News, VA
• 08/2017 → 04/2020
  Christopher Newport University Residence Life
  Newport News, VA
• 06/2017 → 08/2017
  Subway
  Parkton, MD
• 08/2016 → 05/2021
  Christopher Newport University
  Newport News, VA
• 11/2022 → Present
  Lifetime Planning Marketing, Inc.
  Oakland, CA
• 11/2022 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 06/2022 → Present
  Mfa Financial Planning
  San Francisco, CA

Previous Registrations

• 2021-08-30 → 2022-05-31
  Creative Planning
  Overland Park, KS

Other Businesses

Name of outside business or organization: MFA Financial Planning Investment related Address: 586-B Wisconsin Street, San Francisco, CA 94107 Title: Associate Financial Planner/Paraplanner Description of outside business or organization: Investment-related financial firm Description of duties or responsibilities: Financial sales and services Start date: 07/2022 Hours devoted to OBA monthly: 144 during trading hrs. / 0 during non-trading hrs. Name of outside business or organization: Lifetime Planning Marketing, Inc. Investment related Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance sales Start date: 11/2022 Hours devoted to OBA monthly: 10 hr. during trading hrs. / 0 hrs. during non-trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-29