Jared A. Defore

ONWARD FI

Plainfield, IN

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CRD#: 6415599

Professional summary

Jared Austin Defore, CFP® is a registered financial advisor currently at ONWARD FI, LLC located in Plainfield, Indiana.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jared has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Austin Defore'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: 2016

Experience

Current

June 21, 2023 - Present

ONWARD FI, LLC

RIA

CRD#: 326824

Plainfield, IN

Past

December 3, 2014 - June 16, 2023

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 122212

INDIANAPOLIS, IN

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

Indiana
(6/21/2023)

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: 12/3/2014

Uniform Investment Adviser Law Examination

Current Firm

ONWARD FI, LLC

CRD#: 326824 / SEC#:

Indiana

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

Plainfield, IN

Mailing Address

Phone number

(317) 268-2118

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 8,722,156

Red Flags

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

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Jared A. Defore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Austin Defore's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONWARD FI, LLC

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2014

Current Firm

ONWARD FI, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONWARD FI, LLC

TRUST BUT VERIFY

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