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.
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
Northstar Financial Planning, Inc.
|Bearing Point Wealth Partners||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|
|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
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