Jared William Schmidt
Financial advisor at United Capital Financial Advisors, LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileJared William Schmidt is a financial advisor at United Capital Financial Advisors, LLC in Atlanta, GA, CRD 5180603. Licenses and exams on the registration: Series 66, Series 65. First registered 2021-02-19.
Registration
- CRD number
- 5180603
- Registration status
- Active
- First registered
- 2021-02-19
- Years of experience
- 18
- States registered
- GA
Licenses and exams
- Series 66
- Series 65
Designations
- Certified Financial Planner
Work history
- 2023-11 to Present · United Capital Financial Advisors, LLC · Irving, TX
- 2008-05 to 2017-09 · Goldman Sachs Asset Management · New York, NY
- 2017-09 to 2023-11 · Goldman Sachs Private Wealth / Pfm · Atlanta, GA
Current employment
- United Capital Financial Advisors · Irving, TX
United Capital Financial Advisors, LLC
- Regulatory AUM
- $24,646,765,344
- Registered advisors
- 166
- Offices
- 119
- Clients per advisor
- 153.7 (High)
- Average AUM per client
- $966.2K (Low)
- High-net-worth client ratio
- 7.6% (Low)
United Capital Financial Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
United Capital Financial reports 480 ETF positions worth $11B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.2B |
| VOO — Vanguard S&P 500 ETF | $1.1B |
| SPY — SPDR S&P 500 ETF TRUST | $553.1M |
| IEFA — iShares Core MSCI EAFE ETF | $485.9M |
| VTV — Vanguard Morningstar Value ETF | $308.4M |
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
United Capital Financial'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 | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $124.5M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $124.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $44.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $12.3M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
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 United Capital Financial Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
Location
3399 Peachtree Road NE, Atlanta, GA 30326
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 972-822-2055
- Website: unitedcapitalwealth.com
Official record
Are you Jared William Schmidt?
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