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Jared P
Series 63, Series 66
Bend, OR
Strategy Cap, LLC
Jared Pearson is a financial advisor at Strategy Cap, LLC in Bend, Oregon, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also president and owner of JP Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management and comprehensive financial planning. The firm constructs customized portfolios using a variety of securities and investment analyses, employing both short-term and long-term strategies including the use of derivatives and margin transactions.
Daniel E
Series 66
Bend, OR
Strategy Cap, LLC
Daniel Evans is a financial advisor at Strategy Cap, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for nine years. Outside of his advisory role, Evans is president and owner of DJE Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm constructs customized portfolios using a variety of investment techniques and monitors them continuously, incorporating both traditional and alternative strategies such as margin trading and derivatives.
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