Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Kaplan is a financial advisor at New Edge Wealth in Stamford, CT. Jared has been in the financial services industry since 1997 and has a strong background in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jared is committed to providing his clients with personalized attention and customized financial solutions to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
01/28/2022 - Present
NEW Edge Wealth (STAMFORD CT)
FL
01/28/2022 - 03/11/2024
NEWEDGE SECURITIES, INC. (CORAL GABLES FL)
FL
12/01/2006 - 02/15/2022
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
08/13/2004 - 12/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
NY
08/16/2001 - 08/25/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/23/2001 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/22/1997 - 12/22/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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