Jared Michael Savino

Current Employers

Employment History

• 06/2016 → Present
  Jared M Savino Cpa Pllc
  Staten Island, NY
• 01/2010 → 12/2016
  Emil S Rufolo Cpa Pllc
  Staten Island, NY
• 07/2021 → 09/2025
  Avantax Investment Services, Inc
  Staten Island, NY
• 07/2021 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 07/2022 → Present
  Avantax Planning Partners
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-01-10 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY

Other Businesses

1)Jared M Savino CPA PLLC; Owner; I am the owner of a CPA firm titled Jared M Savino CPA PLLC. I provide individual tax preparation services, business tax preparation services, bookkeeping and payroll processing services to small business, creating and providing periodic financial statements and budgeting and financial forecasting for small business.; IR; 130; 06/21/2016; 260 Christopher LAne Staten Island NY 10314; My duties relating to this OBA include, calculating and processing individual tax returns, calculating and processing business tax returns, monthly reconciling of clients books and records, reviewing monthly financial statements for business clients, providing annual operating budgets for certain business clients and processing payroll for business client's employees. Once licensed, I will provide investment advice and financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10

Other Names

• Jared M Savino