Jared Urbantke
Investment adviser representative at International Assets Investment Management, LLC
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- International Assets Investment Management, LLCSep 2023 to now
- International Assets Advisory, LLCJan 2021 to now
- C A Ross Wealth Management GroupNov 2020 to now
- Self EmployedAug 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
International Assets Investment Management, LLC
$2.6BAssets managed
5,961Clients
100Advisers
19 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
- 7337643
- Firm CRD
- 144426