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Jarred Steven Chamberlain

Investment adviser representative at Clearstead; Clearstead Advisory Solutions
14 yearsExperience
1 stateRegistered in
CFADesignation
$33.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Clearstead; Clearstead Advisory SolutionsFeb 2026 to now
  2. ClearsteadFeb 2026 to now
  3. The Clarius GroupMay 2018 to Feb 2026
  4. Hrk InvestmentsJul 2012 to May 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (WA).

Clearstead; Clearstead Advisory Solutions

Legal name: Clearstead Advisors, LLC

$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5947496
Firm CRD
105674
Advisor's SEC record (opens in a new tab)
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