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Jared Brock, CFP® , financial advisor Newton MA

Jared Brock, CFP®

CRD Number: 5452396
Current Firm: Brock Hill Private Advisors
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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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Equitable Advisors LLC New York, NY Jan 2021 - Current 3
Citizens Securities Inc. Lexington, MA Mar 2018 - Jan 2021 2
Citizens Investment Services Lexington, MA Mar 2018 - Jan 2021 2
Kaplan Financial Services Newton, MA May 2017 - Dec 2017 < 1
Bearing Point Wealth Partners Hampton, NH Jul 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
S63 Uniform Securities State Law Examination Apr 2018
Contact Info for Jared H. Brock, CFP®
,
Phone Number: 617-618-8194
Firm Website: https://www.brockhillwealth.com
Registered State(s):
  • MA
Current Firm Details
Brock Hill Private Advisors
Firm's CRD Number: 324946
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $456,290
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

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