Managing Member · Invst, LLC
Scott A. Jarred
CRD 4658317 · Named on Form ADV at one SEC-registered adviser
At a glance
Invst, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $1.6 billion in regulatory assets, lists Scott A. Jarred on its Form ADV as Managing Member, a control person.
Firms and roles
- Invst, LLCManaging MemberWealth manager · Indianapolis, IN · $1.6B in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dipen K. MehtaChief Operating Officer, Invst, LLC
- Andrew RenzChief Investment Officer, Invst, LLC
- Beverly BlairChief Compliance Officer, Invst, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.