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Jared B

Series 63, Series 66

Sarasota, FL

Commonwealth Financial Network

Jared Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers diverse portfolio construction options and discretionary model portfolios, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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