Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Smallwood is an investment advisor representative at Smallwood Wealth Management. Jared holds a Series 65 license and the SIE exam. Jared is active in the financial services industry, having worked in the field since 2017. Jared has experience working with individuals, corporations and charitable organizations. Jared also has experience in rugby, having been the Director of Rugby at Fordham University.
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.
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.
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NJ
06/27/2024 - Present
Smallwood Wealth Management (RED BANK NJ)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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