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.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
CRD# 2072909
Charter Oak Capital Management
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 |
- NH
-
Total Assets Under Management15,409MILLIONS
-
Total Number of Accounts3,903ACCOUNTS
-
Average Account Value$3,947,998
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CT, FL, HI, IL, NH, NY, TN, TX, VA
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