Jared Markson, financial advisor Portsmouth NH

Jared Markson

CRD Number: 7100603
Current Firm: Jordan Park Group LLC

Jared Markson (CRD# 7100603) is an Investment Advisor Representative working at Jordan Park Group LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jordan Park Group LLC Portsmouth, NH Jan 2021 - Current 3
Lake Street Advisors Portsmouth, NH Apr 2019 - Jan 2021 1
Easterly Partners Group Beverly, MA Jan 2018 - Apr 2019 1
Unemployed North Hampton, NH Sep 2017 - Jan 2018 < 1
Arabella Advisors San Francisco, CA Jan 2017 - Sep 2017 < 1
Bluetown San Francisco, CA Jan 2016 - Dec 2016 < 1
Hall Capital Partners San Francisco, CA Mar 2008 - Jan 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Jared R. Markson
Phone Number: (415) 417-3000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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