Jared Johnson Wickes

Capital Advisor Network

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Capital Advisor Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,153 clients

Average Client Portfolio

$86K average

Assets Under Management

$99.5M

Fee Structure

Minimum Investment:$5K

Location

925 Mezzanine Drive, Suite C, Lafayette, IN, 47905

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Capital Advisor Network

July 2018 - Present · 7 yrs 7 mos

Previous Registrations

Center Street Advisors, INC.

August 2015 - July 2018 · 2 yrs 11 mos

State Registrations2 states

INVA

Advisor

Exams

No exam information available for this advisor.