Jared Copinga

Tel: (866) 711-4496
3597 E. Monarch Sky Lane
Suite F-240
Meridian, ID 83646
Financial Engines Advisors, LLC | Financial Advisor in Meridian ,ID

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).


General Information

Firm Start Year:   2012
Name of Custodial Firm:   Charles Schwab
States Licensed in:   ID
Number of Years with Current Firm:   1


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   9,480,515
Firm's Number of Managed Clients:   8899
Assets Managed by Firm:   $134,400,000,000


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets



Disclosures

WiserAdvisor is a solicitor for Financial Engines Advisors L.L.C. (Financial Engines), a federally registered investment adviser. As a solicitor, WiserAdvisor may share with Financial Engines your contact and other personal information to facilitate your introduction as a prospective client. Financial Engines pays WiserAdvisor a referral fee in the amount of up to $125 for each prospective client lead WiserAdvisor provides to Financial Engines. This referral fee is paid solely on a lead basis and is not contingent on whether the prospective client becomes a client of Financial Engines. This referral fee is paid by Financial Engines and will not be passed on to you. If you engage Financial Engines as your investment advisor, any investment advisory fee you pay will not be affected in any way by the referral arrangement between Financial Engines and WiserAdvisor. WiserAdvisor is not an agent, representative or affiliate of Financial Engines, and WiserAdvisor does not provide investment advice on behalf of Financial Engines. More information about Financial Engines is available in its Disclosure Brochure (Form ADV, Part 2), which is available here: https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957.

Jared Copinga

Jared Copinga

CRPC®


Joined Financial Engines in 2015. Began his career in the financial services industry in 1998.

Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA.

Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s).

Studied Chemistry at the University of Utah.

Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.