Jared Wayne Napper
Financial advisor at Zacks Investment Management · Chicago, IL
Last updated 2026-10-10
Claim your profileJared Wayne Napper is a financial advisor at Zacks Investment Management in Chicago, IL, CRD 6502864. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-06-13.
Registration
- CRD number
- 6502864
- Registration status
- Active
- IAPD registration
- 2019-06-13
- Industry Experience
- 7 years
- Work Experience
- 11 years
- States registered
- IL
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-06 to 2019-05 · Security Distributors · Topeka, KS
- 2019-05 to Present · Zacks Investment Management · Chicago, IL
- 2019-05 to Present · Lbmz Securities Inc · Chicago, IL
Current employment
- Zacks Investment Management, Inc. · Chicago, IL
Zacks Investment Management
- Regulatory AUM
- $14,589,556,613
- Registered advisors
- 83
- Offices
- 37
- Clients per advisor
- 45.1 (Low)
- Average AUM per client
- $3.9M (Moderate)
- High-net-worth client ratio
- 34.6% (Moderate)
Zacks Investment Management: advisors, services and reported ETF investments
About
Jared Wayne Napper is a financial advisor at Zacks Investment Management, Inc., operating as Zacks Investment Management in Chicago, IL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history.
Zacks Investment Management's firm-level Form ADV reports 83 advisors across 37 offices; approximately 45.1 clients per advisor, average assets per client of $3,899,908, and regulatory AUM of $14.6B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $468.9M across 161 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jared Wayne Napper personally.
Reported ETF positions
Zacks Investment Management reports 161 ETF positions worth $468.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| AGG — iShares Core U.S. Aggregate Bond ETF | $77.2M |
| SPY — SPDR S&P 500 ETF TRUST | $39.5M |
| SHY — iShares 1-3 Year Treasury Bond ETF | $32.8M |
| IWD — iShares Russell 1000 Value ETF | $19.8M |
| LQD — iShares iBoxx $ Investment Grade Corporate Bond ETF | $16.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Zacks Investment Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $10.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FYX — First Trust Small Cap Core AlphaDEX Fund | $367.7K | Top 99.2% | Residual alpha +2.70% · Residual Sharpe 0.12 |
| Diversification Benefits | EIS — iShares MSCI Israel ETF | $829.7K | Top 98.7% | Replicability (R²) 38.2% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Zacks Investment Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
101 N. Wacker Drive, Chicago, IL 60606
79 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 312-265-9266
- Website: zimwealth.com
Official record
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