Jared
Markson

Jordan Park Group LLC

CRD#7100603
Investment Advisor
in Hampton, NH

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About this Advisor

Jared Markson is a financial advisor based out of Hampton, New Hampshire who has 2 years of industry experience. Markson is currently employed by Jordan Park Group LLC. Markson has gained experience at Lake Street Advisors, Easterly Partners Group, Arabella Advisors, Bluetown, Hall Capital Partners and Jordan Park Group LLC. Markson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in New Hampshire. Jordan Park Group LLC is a business operating out of San Francisco, CA. It has offices in two locations and a total of 121 advisors. It controls $14 billion in assets across its 3,757 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 24 charitable organizations. Of its 3,757 accounts, 70% belong to high-net-worth investors who have at least $1 million in assets. Jordan Park Group LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are offered. Fees charged by Jordan Park Group LLC most likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 Liberty Ln E
Hampton, NH 03842

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Jordan Park Group LLC Brokerage Details

Total Assets Under Management

$13,733,377,380

NH Average: $7,578,581,321
Total Number of Employees

121

NH Average: 43
Total Number of Accounts

3,757

NH Average: 3,727
Average Account Size

$3,655,411

NH Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jared Markson Work History

Jared has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Jordan Park Group LLC

2019 - 2021 (2 years)

Lake Street Advisors

2018 - 2019 (1 year)

Easterly Partners Group

2017 - 2017 (< 1 year)

Arabella Advisors

2016 - 2016 (< 1 year)

Bluetown

2008 - 2016 (8 years)

Hall Capital Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jared Markson 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 Jordan Park Group LLC

Jonathan Fults
San Francisco, CA
Ashley Legg
San Francisco, CA
Roshan Patel
San Francisco, CA
Benjamin Lester
San Francisco, CA
Autumn Anderson
San Francisco, CA
Katelyn Hart
New York, NY
Tierney Johnson
San Francisco, CA
Susan Mcennis
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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