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Jared Cohen Costigan

SLP Wealth

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About Jared Cohen Costigan

Jared Costigan is an investment advisor representative at SLP Wealth. Jared is a Certified Financial Planner™ professional and has been in the financial industry since 2015. Jared specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families. Jared is also a student loan consultant, and can assist clients with their student loan planning. Jared is registered to provide investment advisory services in Connecticut and Texas.

Firm Information

Jared Costigan is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Costigan’s Registration & Firm History

CT

12/08/2023 - Present

SLP Wealth (West Hartford CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Cohen Costigan.
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