Morgan Stanley
47yrs
Top advisor by experience in Colorado
10yrs
Jared Beke is a fiduciary financial advisor in Greenwood Village, Colorado, with 10 years in the industry. Jared joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office6400 S Fiddlers Green Circle, Greenwood Village, CO 80111
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call Jared’s local office at (303) 689-0200 or the Merrill main office at (800) 637-7455, and ask for Jared Beke.
How long has Jared been a financial advisor?
Jared has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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