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Jared A Schumann

Cynosure Portfolio Advisors LLC

Salt Lake City, UT

Weehawken, NJ

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Current Employers
Cynosure Portfolio Advisors Llc

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-14
NJ RA APPROVED 2025-10-10
NY RA APPROVED 2025-10-07
  • UT RA
    APPROVED
    Since 2025-10-14
  • NJ RA
    APPROVED
    Since 2025-10-10
  • NY RA
    APPROVED
    Since 2025-10-07

Branch Locations

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

Weehawken, NJ • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services New York NY 09/2015 04/2021
Svb Wealth New York NY 05/2021 03/2025
The Cynosure Group Salt Lake City UT 03/2025 10/2025
Cynosure Portfolio Advisors Llc Salt Lake City UT 10/2025 Present
  • 09/2015 → 04/2021
    Ubs Financial Services
    New York, NY
  • 05/2021 → 03/2025
    Svb Wealth
    New York, NY
  • 03/2025 → 10/2025
    The Cynosure Group
    Salt Lake City, UT
  • 10/2025 → Present
    Cynosure Portfolio Advisors Llc
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-22
  • S66 Uniform Combined State Law Examination
    2013-08-22
Other Names
  • Jared Andrew Schumann

View on SEC IAPD

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