Jared S. Friedman
Professional summary
Jared Scott Friedman, CFP®, who also goes by Jared Friedman, is a registered financial advisor currently at REDWOOD FINANCIAL PLANNING, LLC located in Scotch Plains, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jared has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jared Scott Friedman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
April 20, 2018 - Present
REDWOOD FINANCIAL PLANNING, LLC
Office #1: 1812 Front Street, Scotch Plains, NJ 07076March 5, 2012 - November 13, 2017
SB ADVISORY, LLC
March 2, 2012 - November 10, 2017
IFS SECURITIES
June 23, 2010 - March 6, 2012
SYNERGY INVESTMENT GROUP, LLC
June 3, 2010 - March 6, 2012
SYNERGY INVESTMENT GROUP, LLC
April 28, 2005 - March 31, 2009
MSI FINANCIAL SERVICES, INC.
July 11, 2003 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
July 11, 2003 - March 31, 2009
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
REDWOOD FINANCIAL PLANNING, LLC
CRD#: 291250 / SEC#: 801-127675
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2018)
(10/5/2021)
(10/29/2019)
Exams
Current Firm
REDWOOD FINANCIAL PLANNING, LLC
CRD#: 291250 / SEC#: 801-127675
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,294 |
| AUM (Assets Under Management) | $ 212,777,284 |
Red Flags
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