Jared E. Paul

CAPABLE WEALTH

Albany, NY 12207-1626

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CRD#: 5561191

Professional summary

Jared Evan Paul, CFP®, CIMA® is a registered financial advisor currently at CAPABLE WEALTH, LLC located in Albany, New York.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jared has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

There are 2 businesses outside of my RIA that I am engaged in. 1 - 518 Property Brothers Not investment-related Location: 420 Sand Creek Rd. #606, Albany, NY 12205 Real Estate Co-Owner Start Date: 1/24/2017 1 hour per month No hours during securities trading My duties are passive in nature - I am just an owner/investor 2 - DeepSea Consulting, LLC Not investment-related Location: 70 Central Street, Norwell, MA 02061 Nature: consulting business focused on the Web3 space Position/Title: Partner/Co-Owner Start Date:1.04.2022 Hours/Month:~10-20 Securities Hours:0 Duties: helping to develop implementation strategies for businesses to implement Web3 technologies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Evan Paul's 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: 2013

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 28, 2020 - Present

CAPABLE WEALTH, LLC

Office #1: 150 State St 4th Floor, Albany, NY 12207-1626

RIA

CRD#: 288448

Albany, NY

Past

May 1, 2010 - April 18, 2017

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

Sunnyside, NY

Past

May 1, 2010 - April 18, 2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

January 19, 2010 - May 1, 2010

BOFA ADVISORS, LLC

RIA

CRD#: 107900

BOSTON, MA

Past

September 17, 2009 - May 1, 2010

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

December 4, 2008 - October 12, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WETHERSFIELD, CT

Past

August 8, 2008 - September 12, 2008

SIGNATOR INVESTORS, INC.

CRD#: 468

ANDOVER, MA

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

Connecticut
(8/9/2024)

IAR

Massachusetts
(11/17/2021)

IAR

New York
(2/25/2021)

IAR

Texas
(6/26/2024)

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 66

Date: 12/29/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/21/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/7/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPABLE WEALTH, LLC

CRD#: 288448 / SEC#:

Connecticut

Registered Investment Advisory firm - (8/9/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (11/17/2021 Approved)

New York

Registered Investment Advisory firm - (6/16/2017 Approved)

Texas

Registered Investment Advisory firm - (6/12/2024 Conditional Restricted)

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Contact information

Main Address

22 Century Hill Drive Suite 101, Latham, NY 12110

Mailing Address

10 Hoffman Drive, Latham, NY 12110

Phone number

(518) 290-7723

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 17,669,047

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 E. Paul

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Evan Paul's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

MSI FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2009

Series 63

Date: 8/21/2008

SIE

Date: 4/18/2017

Series 7

Date: 11/10/2009

Series 6

Date: 8/7/2008

Current Firm

CAPABLE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPABLE WEALTH, LLC

TRUST BUT VERIFY

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