Osaic Wealth
41yrs
Top advisor by experience in Concord
4yrs
Jared Clement
Financial advisor at Merrill
Based in Concord, North Carolina, Jared Clement is a fiduciary financial advisor with 4 years of industry experience. Jared has been with Merrill since 2025; before that, Jared spent less than a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 95 advisors with offices in Concord, and one of 90 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office8656 Concord Mills Blvd, Concord, NC 28027
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
- Jul 2025 – nowMerrillCurrent firm
- Mar 2025 – Jul 2025Strategic Advisers LLCPreviously
- Apr 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2022 – Nov 2023MerrillPreviously
Contact Jared
(800) 637-7455Firm headquarters in New York, NY. Ask for Jared. 8656 Concord Mills BlvdConcord, NC 28027Office · Get directions
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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
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About Jared
How do I contact Jared?
Call Merrill at (800) 637-7455 and ask for Jared Clement. Jared works from the Concord, NC office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2022, about 4 years. 4 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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