Jared
Neale

Imperial Fund Asset Management LLC

CRD#7678821
Investment Advisor
in Fort Lauderdale, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jared Neale is a financial advisor based in Fort Lauderdale, Florida, working with Imperial Fund Asset Management LLC. Jared has previously worked at If Securities LLC, Imperial Fund, Archpoint Investors, Creative Financial Network, University Of Central Florida, Pf Chang'S China Bistro, Trump International Beach Resort, and Burger King. Jared has passed the Series 65 regulatory exam and is registered to provide services in Florida and New York. Currently, Jared is part of Imperial Fund Asset Management LLC, which operates from one office and has eight employees. The firm manages assets totaling $7.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Imperial Fund Asset Management LLC includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

899 W Cypress Creek Rd
Fort Lauderdale, FL 33309

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Imperial Fund Asset Management LLC Brokerage Details

Total Assets Under Management

$7,527,806,748

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

42

FL Average: 2,474
Average Account Size

$179,233,494

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Jared Neale Work History

2022 - Present (3 years)

If Securities LLC

2022 - Present (3 years)

Imperial Fund

2020 - 2022 (2 years)

Archpoint Investors

2020 - 2020 (< 1 year)

Creative Financial Network

2019 - 2021 (2 years)

University Of Central Florida

2016 - 2017 (1 year)

Pf Chang'S China Bistro

2016 - 2016 (< 1 year)

Trump International Beach Resort

2015 - 2016 (1 year)

Burger King

2012 - 2015 (3 years)

University Of Central Florida

Disclosures

Please visit the SEC profile of Jared Neale 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 Imperial Fund Asset Management LLC

Jared Neale
Fort Lauderdale, FL
Marc Pfeffer
Great Neck, NY
Gerasimos Mavrokefalos
Fort Lauderdale, FL
Iurii Nosenko
Fort Lauderdale, FL

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started