Jared Perry Plotz
Investment adviser representative at Ulland Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$442.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Ulland Investment Advisors, LLCJan 2020 to now
- Ulland Investment Advisors, LLCJan 2017 to Dec 2019
- Cornerstone Capital Management, LLCApr 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ulland Investment Advisors, LLC
$442.9MAssets managed
211Clients
3Advisers
26 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
- 5953913
- Firm CRD
- 109610