Jared Perry Plotz
Investment Adviser Representative at Ulland Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jared Perry Plotz is an investment adviser representative with Ulland Investment Advisors, LLC in Minneapolis, MN, where they have been registered since 2026, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cornerstone Capital Management, LLCApr 2013 – Dec 2016Edina, MN
- Ulland Investment Advisors, LLCJan 2017 – Dec 2019Minneapolis, MN
- Ulland Investment Advisors, LLCJan 2020 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ulland Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
UIA offers multiple separately managed account investment strategies including Intelligent Fixed Income, Intelligent Fixed Income GOV, Intelligent Fixed Income IG, Defensive Growth, and Intelligent Blend, covering fixed income, equity, and blended approaches.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-57473
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 8, 2026
View full firm profileOther advisors at Ulland Investment Advisors, LLC
2 other advisors in the directory
Similar advisors in Minneapolis, MN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Perry Plotz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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