Unclaimed
Jared Robert Markson is an Investment Advisor Representative at Jordan Park Group LLC, based in Portsmouth, NH. Jared has been in the financial services industry since 2008, working previously at Arabella Advisors, Bluetwon, Hall Capital Partners, Easterly Partners Group, and Lake Street Advisors. Jared specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Jordan Park Group LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NH
01/29/2021 - Present
Jordan Park Group LLC (Portsmouth NH)
IA
Issued 07/03/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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