Jared Brock, CFP® , financial advisor Hampton NH
91 score

Jared Brock, CFP®

CRD Number: 5452396
Current Firm: Bearing Point Wealth Partners
Compensation Model: Fee Only

Jared Brock, CFP®  (CRD# 5452396) is an Investment Advisor Representative / Financial Planner working at Bearing Point Wealth Partners, a Fee-Only Fiduciary Financial Planning & Tax Prep firm in Hampton, NH.  Jared has over 15 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Bearing Point Wealth Partners Hampton, NH Jul 2013 - Current 4
Fidelity Investments Seal Beach, CA Oct 2012 - Jul 2013 < 1
First Allied Securities, Inc. San Diego, CA Mar 2012 - Jul 2012 < 1
Jpmorgan Chase Bank La Jolla, CA Oct 2011 - Feb 2012 < 1
Merrill Lynch Los Angeles, CA Jul 2010 - Mar 2011 < 1
Lpl Financial San Diego, CA Mar 2010 - Jun 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
S7 General Securities Representative Examination (GS) Dec 2007
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, CFP®
Phone Number:
Registered State(s):
  • ME
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $377,542
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH

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BADGES
91
Verified Page
Data verified by both the advisor and the public regulatory data.

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