Jared Marzocco (CRD# 7036484) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, LLC | Franklin Lakes, NJ | Sep 2020 - Current | 3 |
Taylor Financial Group, LLC | Franklin Lakes, NJ | Oct 2018 - Current | 5 |
Cetera Advisor Networks | El Segundo, CA | Sep 2020 - Aug 2023 | 2 |
Cetera Advisor Networks | Franklin Lakes, NJ | Oct 2018 - Sep 2020 | 1 |
Ramapo College Of New Jersey | Mahwah, NJ | Sep 2016 - May 2020 | 3 |
Midas Chain, Inc. | Bergenfield, NJ | Feb 2018 - Sep 2018 | < 1 |
Indian Trail Club | Franklin Lakes, NJ | Jun 2017 - Sep 2017 | < 1 |
Unemployed | Wyckoff, NJ | Jun 2016 - Sep 2016 | < 1 |
Ramapo High School | Franklin Lakes, NJ | Sep 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2020 |
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- NJ
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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