Jared
Marx
Nfp Retirement Inc
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About this Advisor
Jared Marx is a financial advisor based in Aliso Viejo, California, working with Nfp Retirement Inc. Jared has previously held positions at Ceb, The Meltzer Group, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Nfp Retirement, Inc. Jared has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Jared is part of Nfp Retirement Inc, which operates out of Aliso Viejo, California. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Nfp Retirement Inc Brokerage Details
$96,454,495,427
219
5,514
$17,492,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jared Marx Work History
Nfp Retirement, Inc
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Ceb
The Meltzer Group
Disclosures
Please visit the SEC profile of Jared Marx to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nfp Retirement Inc
Aliso Viejo, CA
Madison, WI
South Jordan, UT
Norwell, MA
Houston, TX
Aliso Viejo, CA
Aliso Viejo, CA
Aliso Viejo, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
