Jared Shane Rasmussen

Employer firm

Serene Point Advisors LLC CRD 309433

$32.9M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
FINANCIAL CONSULTING SERVICES

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

Current Employers

Serene Point Advisors Llc

Lake Oswego, OR • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-04-19
OR	RA	APPROVED	2020-11-19

CA RA
APPROVED

Since 2023-04-19
OR RA
APPROVED

Since 2020-11-19

Branch Locations

Ridgefield, WA • United States

Lake Oswego, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Portland	OR	08/2009	Present
Serene Point Advisors	Lake Oswego	OR	10/2020	Present

08/2009 → Present

Td Ameritrade

Portland, OR
10/2020 → Present

Serene Point Advisors

Lake Oswego, OR

Previous Registrations

2009-08-13 → 2020-09-09

Td Ameritrade, Inc.

Portland, OR
2009-08-18 → 2020-09-09

Td Ameritrade Investment Management, Llc

Portland, OR
2001-11-15 → 2009-06-24

Strategic Advisers Llc

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-10-23
S63	Uniform Securities Agent State Law Examination	1994-12-16

S66 Uniform Combined State Law Examination

2001-10-23
S63 Uniform Securities Agent State Law Examination

1994-12-16

Other Names

Jared S Rasmussen

View on SEC IAPD