Trading & Investing Rates
List of researched securities (stocks/bonds): Jared will provide a list of securities (8-10) that he has extensively researched and explain how they can be integrated into a portfolio given an individual's risk tolerance and budget. (Usual duration to produce the list is 1 to 2 business days)
Educational Market Foundation (presentation included): teaches clients the inner-workings of buying, selling and understanding securities or real estate. Additionally, recommends efficient tips on selecting securities to invest in and/or pinpointing profitable investments outside the "stock market." (Usual duration for client analysis and to produce the presentation is 5 business days, subsequently, the virtual or in-person meeting will be scheduled)
Complete Analysis (presentation included): includes the preceding “Educational Market Foundation” package specifically analyzes pre-submitted portfolios and/or inquiries from clients so that I can offer recommendations accordingly: 1) a path to maximize assets, 2) appropriate types of investing given the specific risk tolerance, 3) credit increase strategies, and 4) how to execute for the highest return. (Usual duration for client analysis and to produce the presentation is 5 business days, subsequently, the virtual or in-person meeting is scheduled)
Options Trading (presentation included): specifically explains the inner-workings of options trading and the advantages of the following: 1) using leverage, 2) mitigating risk with unlimited potential gain, 3) appropriate and strategic “call” and “put” timing, 4) vital “Greek” understanding, and 5) utilizing underlying fundamentals. (Usual duration for client analysis and to produce a the presentation is 5 business days, subsequently, the virtual or in-person meeting is scheduled)
Full retainer: Duration is year-round, including on-call availability and standing weekly meetings to advise on trading and investments.
Please contact for the following: pricing, additional information, and requests for blended services or arrangements outside of the preceding packages. Click Here
General Services & Approach
Jared is always open to diverse collaborations and new ideas, and routinely offers the following arrangements to his clients:
Whether you are a novice that wants to learn how to invest, an upstart company looking to monetize your product or services, an entrepreneur that has huge goals but needs strategic direction, a student in need of a quick pep talk, or anything in between, Jared is open to helping you reach your destination. Along with his one-on-one approach that he takes with each client, is the true passion that guides him.
Jared has been in your shoes, and he understands what it feels like to have grand ideas but needing a little help to take the next step. This understanding fuels him. Let’s Collaborate!