Jared Millard joseph Skinner
Investment adviser representative at Meristead Wealth, LLC
11 yearsExperience
2 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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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
11 years in the industry.
- Meristead Wealth, LLCJan 2023 to now
- Stansberry Asset ManagementFeb 2022 to now
- UnemployedFeb 2020 to Feb 2022
- Bancwest Investment SerivicesDec 2018 to Jan 2020
- Bank of the WestDec 2018 to Jan 2020
- Bank of America, N.A.Aug 2017 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2017 to Dec 2018
- Northwestern Mutual Wealth Management CompanyOct 2016 to Aug 2017
- Northwestern Mutual Investment Services LLCJul 2015 to Aug 2017
- Northwestern Mutual Life InsuranceJul 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 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
- 6339874
- Firm CRD
- 282103