Jared Kaplan
Jared Kaplan is a registered investment advisor at New Edge Wealth, based in Stamford, CT, with 25 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is involved in several business activities, including advising on endowment portfolios for Legal Services of Greater Miami, owning an antique merchandising business, and being a limited partner in a resort hotel operation. He also dedicates a significant amount of time to NewEdge Wealth, LLC and JAMDA LLC, and spends minimal time on Redlands Hospitality Group and OnMed. He also sells fixed annuities and insurance.
Employment History
Current Registrations
New Edge Wealth
Previous Registrations
Newedge Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.