Jared Paul is a CFP-designated registered investment advisor at Capable Wealth, LLC, based in Albany, NY, with 14 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 57 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable and includes ongoing financial planning.
Fee Estimator
Contact
Jared Paul
Location
150 State ST, 4th Floor, Albany, NY, 12207-1626
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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 Activities
Jared co-owns 518 Property Brothers, a real estate venture, dedicating minimal time as a passive investor. He also co-owns DeepSea Consulting, LLC, a Web3 consulting business, spending a few hours per week helping develop implementation strategies.
Employment History
Current Registrations
Capable Wealth, LLC
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Metlife Securities INC.Broker
Signator Investors, INC.Broker
State Registrations4 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.
Exams