Jared Collum
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Moultrie, GA 31768
Credentials
Series 66
Industry experience
2 years
Jared Collum is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. He has worked at Raymond James since 2023 and previously held roles at Valdosta State University and other organizations. Collum serves on the internal investment committee of Pentas Wealth Management, focusing on mutual fund research. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and institutional clients. The firm emphasizes non-discretionary advisory services and offers access to various investment solutions through its Wealth Advisory Services and Institutional Fiduciary Solutions division.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
27 E Central Ave
Moultrie, GA 31768
Georgia
Raymond James Financial Services Advisors, Inc
2023 - Present (3 years)
Raymond James Financial Services, Inc.
2023 - Present (3 years)
Valdosta State University
2022 - 2023 (1 year)
Raymond James Financial Services, Inc.
2022 - 2023 (1 year)
Chick-fil-A
2021 - 2022 (1 year)
McLean Engineering Company
2020 - 2021 (1 year)
Valdosta State University
2019 - 2023 (4 years)
Moultrie YMCA
2018 - 2021 (3 years)
Moultrie-Colquitt Cty. Parks and Rec. Authority
2018 - 2020 (2 years)
Colquitt County High School
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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