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Jared Zeiser

Advisor at Zeiser Wealth Management LLC

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Zeiser Wealth Management LLC logo

Firm

Zeiser Wealth Management LLC

Location

Hot Springs, AR 71901

Credentials

Series 63, Series 65

Industry experience

26 years

About

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Client services

Based on Zeiser Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Zeiser Wealth Management LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Real estate investing

Fee options

Fixed

Fixed fees between $1,000 and $3,000 for consulting services; $1,500 minimum for financial planning

Percentage

0% to 2% annually (negotiable within this range)

Project-based

$150 to $250 per hour

Other

Minimum fee: $1,500 minimum fee for comprehensive financial plans

Location

1702 Malvern Avenue, Suite A

Hot Springs, AR 71901

Most active in

Arkansas · Louisiana · Texas

Work history

Zeiser Wealth Management LLC

2017 - Present (9 years)

Triad Advisors, Inc.

2017 - 2019 (2 years)

LPL Financial Services

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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