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Jaren Ann Boczan

NEW Edge Wealth

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About Jaren Ann Boczan

Jaren Boczan is an investment advisor representative with New Edge Wealth in STAMFORD, CT. Jaren has been in the industry since 2009 and has a Series 65 license. Jaren is registered with the state of California. Jaren specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jaren has worked for various firms in Los Angeles, CA, including Michael S Dreyer, an Accounting Compnay, Holthouse, Carlin & Van Trigt LLP, and Fund for Guaranteed Income.

Firm Information

Jaren Boczan is currently registered with NEW Edge Wealth. NEW Edge Wealth is a registered investment advisor headquartered in Stamford, CT. With over 80 investment professionals, the firm manages over $8.6 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutional clients. They offer a comprehensive range of services, including financial planning, portfolio management, and pension consulting. The firm also provides investment advisory services to pooled investment vehicles, corporations, and other businesses. NEW Edge Wealth is committed to providing clients with personalized investment solutions designed to meet their specific financial goals.
NEW Edge Wealth

2200 ATLANTIC STREET

STAMFORD, CT 06902

$8.61B

Assets Under Management

18

Total Clients

84

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jaren Boczan’s Registration & Firm History

CT

08/17/2024 - Present

NEW Edge Wealth (STAMFORD CT)

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Licenses & Designations

IA

Issued 08/16/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaren Ann Boczan.
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