Jared Friedman
Jared Friedman is a CFP-designated registered investment advisor at Redwood Financial Planning, LLC, based in Scotch Plains, NJ, with 21 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 585 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable. For clients who maintain accounts at American Funds, the client is charged 0.50% annually.
Fee Estimator
Location
1812 Front Street, Scotch Plains, NJ, 07076
Get directionsHistory
Regulatory History (2)
Regulatory
August 2009Employment Separation After Allegations
March 2009Other Business ActivitiesSells Insurance
Jared is the President of Redwood Financial Planning since 2010, an investment-related business offering advisory, consulting, and insurance services. He is also a licensed insurance agent selling life and health insurance.
Employment History
Current Registrations
Redwood Financial Planning, LLC
Previous Registrations
Ifs Advisory, LLC
Ifs SecuritiesBroker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.