Jared M. Hopkins
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Portfolio Manager
Offering advice since: 2000
Areas of focus:
- Portfolio Management
Further information about Jared M. Hopkins:
Jared M. Hopkins, CFP® has extensive experience and education in helping clients plan and achieve their investment goals.
His MBA and CFP® provide a strong foundation for portfolio management and the depth of knowledge to choose the right strategy to meet each client's individual needs. Jared began his career in 1996 and for the past 12 years was a Portfolio Consultant for Schwab Private Client managing over $300 million in assets.
The father of four boys, Jared is active in church and serves as a troop leader for the Boy Scouts of America.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Certified Financial Planner®
* BS Business Administration, University of Phoenix
* MBA, University of Phoenix
Will provide references upon request?
Further information about Portfolio, LLC:
(Size of firm: 0-9 advisors)
* Your Fiduciary: We are ethically and legally required to only act in our clients' best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than a stockbroker's "suitability" test.
* Fee only: We do not receive compensation or kickbacks from any commission-based products including mutual funds, annuities, and insurance. All revenue is derived from the advisory services we provide for our clients.
* Transparent: We provide 24/7 access to client accounts from two sources, a custodian and a third party reconciliation agent. We do not hold clients' funds or securities and use well-known independent custodians.
* Experts: We are a talented, professional team whose extensive experience is unparalleled. To maintain that level of expertise, our firm is committed to ongoing training and education to continuously enhance our knowledge and skills. We publish to ensure we keep current.
* Independent: Our only business is money management. We are privately owned and are not limited to the agenda of a single institutional research department or under the control of any corporate shareholders. This frees us to make recommendations based solely on our clients' needs without conflict of interest.
* Dedicated to service: We are devoted to meeting the needs of our clients.
For more information, please visit: http://www.portfoliollc.com
Contact Information for Jared M. Hopkins
Phone: (866) 222-4391
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Address for Jared M. Hopkins:
5100 N. Brookline
Oklahoma City, OK, 73112
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