Jered Stephen Seibert
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 66Series 65Series 63Series 7TOSIESeries 7Series 6
- Registered states (52)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 22
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (9)
From the source registration record · current first
-
Mar 31, 2025 → present
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Dec 16, 2022 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityMay 12, 2023 → Mar 31, 2025
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Transamerica Capital, Inc.BD capacityApr 15, 2014 → Jul 29, 2015
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New York Life Investment Management LLCIA capacityNov 22, 2011 → Dec 16, 2013
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Nylife Distributors LLCBD capacitySep 21, 2010 → Dec 16, 2013
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Summitalliance Securities, L.L.C.BD capacityFeb 11, 2009 → Sep 30, 2009
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Planco Financial Services, LLCBD capacityApr 8, 2004 → Dec 15, 2008
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.