Jared Brock, financial advisor Hampton NH
81 score

Jared Brock

CRD Number: 5452396
Current Firm: Mackensen & Company, Inc.

Jared Brock (CRD# 5452396) is an Investment Advisor Representative working at Mackensen & Company, Inc. in Hampton, NH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mackensen & Company, Inc. Hampton, NH Jul 2013 - Current 3
Fidelity Investments Seal Beach, CA Oct 2012 - Jul 2013 < 1
First Allied Securities, Inc. San Diego, CA Mar 2012 - Jul 2012 < 1
Chase Investment Services Corp La Jolla, CA Oct 2011 - Feb 2012 < 1
Jpmorgan Chase Bank La Jolla, CA Oct 2011 - Feb 2012 < 1
Unemployed San Diego, CA Jun 2011 - Oct 2011 < 1
E*trade Capital Management LLC San Diego, CA Jun 2011 - Jun 2011 < 1
E*trade Securities LLC San Diego, CA Jun 2011 - Jun 2011 < 1
Harrisdirect LLC San Diego, CA Jun 2011 - Jun 2011 < 1
Bank Of America,na Los Angeles, CA Oct 2010 - Mar 2011 < 1
Merrill Lynch Los Angeles, CA Jul 2010 - Mar 2011 < 1
Lpl Financial San Diego, CA Mar 2010 - Jun 2010 < 1
Unemployed Bellingham, MA Apr 2009 - Mar 2010 < 1
Banc Of America Investment Services, Inc. Waltham, MA Jun 2008 - Mar 2009 < 1
Financial Network El Segundo, CA Dec 2007 - Jun 2008 < 1
Fidelity Investments Boston, MA Dec 2002 - Dec 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jared H. Brock
Phone Number: 603-926-1775
Firm Website: http://www.mackensen.com
Registered State(s):
  • ME
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $283,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MA, ME, NH

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BADGES
81

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