Jared A. Klapman

ENVESTNET PMC

Phoenix, AZ

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CRD#: 6752873

Professional summary

Jared Albert Klapman, CIMA® is a registered financial advisor currently at ENVESTNET PMC located in Phoenix, Arizona.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jared has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.

Limited Partner in Algorithmic Research and Trading - Former employer, no involvement in business decisions but collect quarterly distributions due to equity in company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Albert Klapman'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 24, 2026 - Present

ENVESTNET PMC

RIA

CRD#: 111694

Phoenix, AZ

Past

April 13, 2021 - June 17, 2024

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

ROCKVILLE, MD

Past

February 25, 2020 - April 2, 2026

ALGORITHMIC INVESTMENT MODELS

RIA

CRD#: 306354

BOSTON, MA

Past

June 20, 2018 - November 4, 2019

LONGBOARD ASSET MANAGEMENT

RIA

CRD#: 155617

PHOENIX, AZ

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".

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

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

Pennsylvania
(7/24/2026)

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

Series 63

Date: 12/6/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/7/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/13/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/8/2020

Securities Industry Essentials Examination

Current Firm

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

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Contact information

Main Address

222 N. Lasalle St., Suite 625, Chicago, IL 60601

Mailing Address

1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312

Phone number

(312) 827-2800

Established

Firm type

Fiscal year end

# of Employees

394

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)

ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)

ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,021,610
AUM (Assets Under Management)	$ 532,197,263,852

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 A. Klapman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Albert Klapman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

ALGORITHMIC INVESTMENT MODELS

LONGBOARD ASSET MANAGEMENT

Primary Firm SEC Registration

ENVESTNET PMC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/6/2019

Series 65

Date: 5/7/2018

Series 6TO

Date: 4/13/2021

SIE

Date: 1/8/2020

Current Firm

ENVESTNET PMC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVESTNET PMC

TRUST BUT VERIFY

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