JM
CFP
JM
CFP

Jared Mabey

14 Years of Experience
Denver, CO
Broker

Jared Mabey is a CFP-designated registered investment advisor, based in Denver, CO, with 14 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold.

Location

1873 S Bellaire St Denver, Suite 930, Denver, CO, 80222

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jared is involved with Grok Capital LLC and Grok Wealth, providing financial planning services. These activities take up nearly all of Jared's time.

Employment History
Current Registrations
Independent Financial Partners
February 2022 - Present · 4 yrs 8 mos
Ifp Securities, LLC
February 2022 - Present · 4 yrs 8 mos
Ifp Securities, LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - February 2022 · 3 yrs 7 mos
Strategic Advisers LLC
January 2015 - July 2018 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
January 2015 - February 2022 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - January 2015 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - January 2015 · 2 yrs 9 mos
State Registrations12 states
AZCACOILMAMOMTNHNMNVORUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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