Jared S. Friedman

REDWOOD FINANCIAL PLANNING

SCOTCH PLAINS, NJ 07076

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CRD#: 4678181

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

Are you a "fiduciary"?

Yes

Aliases

Jared Friedman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Redwood Financial Planning(fka Pro Financial Group, LLC) - President, Started 06/2010, Investment-Related Business; Investment Advisory Business/Consulting Services/Insurance; 2) Licensed Insurance Agent - Sale of life and health insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Scott Friedman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 20, 2018 - Present

REDWOOD FINANCIAL PLANNING, LLC

Office #1: 1812 Front Street, Scotch Plains, NJ 07076

RIA

CRD#: 291250

SCOTCH PLAINS, NJ

Past

March 5, 2012 - November 13, 2017

SB ADVISORY, LLC

RIA

CRD#: 154680

ATLANTA, GA

Past

March 2, 2012 - November 10, 2017

IFS SECURITIES

CRD#: 40375

SCOTCH PLAINS, NJ

Past

June 23, 2010 - March 6, 2012

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

SCOTCH PLAINS, NJ

Past

June 3, 2010 - March 6, 2012

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

SCOTCH PLAINS, NJ

Past

April 28, 2005 - March 31, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

CRANFORD, NJ

Past

July 11, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

CRANFORD, NJ

Past

July 11, 2003 - March 31, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CRANFORD, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(4/20/2018)

IAR

New York
(10/5/2021)

IAR

Pennsylvania
(10/29/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/10/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

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Contact information

Main Address

1812 Front Street, Scotch Plains, NJ 07076

Mailing Address

Phone number

(908) 663-2125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 31 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 212,777,284

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared S. Friedman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Scott Friedman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SB ADVISORY, LLC

IFS SECURITIES

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

REDWOOD FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2005

Series 63

Date: 7/16/2003

SIE

Date: 11/10/2017

Series 7

Date: 12/29/2005

Series 6

Date: 7/10/2003

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDWOOD FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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