Jared Foote has been an investment adviser representative at Milestone Asset Management since April 2025, and is not listed among the firm’s executive officers or direct owners.
Milestone Asset Management, LLC is a Pittsburgh, PA firm with $691M under management, 1,359 clients and 13 advisers across 6 offices, as of its February 2026 filing.
Jared Foote is Financial Strategist at Hayes Advisory Group, a dba of Milestone Asset Management, LLC. He develops personalized financial and retirement plans, and handles client inquiries and account needs. He also assists in delivering workshops and classes on financial planning, including programs for employers and federal government employees and courses through The Prepare Institute.
- – present · 1 yearKokomo, IN · Adviser representative · Firm CRD 310441
Investment adviser representative registrations
Jared Foote is registered as an investment adviser representative in Indiana, since April 2025.
- IndianaSince 3 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7489049
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 1825 Dogwood Dr, Kokomo, IN 46902
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hayesadvisorygroup.com
Where does Jared Foote work?
Jared Foote is an investment adviser representative registered through Milestone Asset Management, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jared Foote a financial advisor?
Yes. Jared Foote has a current investment-adviser registration in Indiana, through Milestone Asset Management since April 2025.
How many years of experience does Jared Foote have?
Jared Foote has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Jared Foote passed?
Jared Foote passed the Series 65 in March 2025.
Where is Jared Foote based?
Jared Foote’s registered office is in Kokomo, IN.
Is Jared Foote registered with FINRA?
No. Jared Foote has no current broker registration.
How can I verify Jared Foote’s record?
Search CRD 7489049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Foote’s full registration record.
