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.
Commonwealth Financial Network
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
|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|
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
Total Assets Under Management205MILLIONS
Total Number of Accounts543ACCOUNTS
Average Account Value$377,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, ME, NH
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.