Jared
Friedman
Redwood Financial Planning, LLC
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About this Advisor
Jared Friedman is a financial advisor based in Scotch Plains, New Jersey, working with Redwood Financial Planning, LLC. Jared has previously held positions at Ifs Advisory, LLC, Ifs Securities, Inc, and Redwood Financial Planning, LLC (formerly known as Pro Financial Group, LLC). Jared has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Pennsylvania. Currently, Jared is part of Redwood Financial Planning, LLC, which operates out of Scotch Plains, New Jersey. The firm has one office and four employees. The firm manages assets totaling $174.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Redwood Financial Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Financial Planning, LLC Brokerage Details
$174,612,625
4
1,205
$144,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jared Friedman Work History
Redwood Financial Planning, LLC (Fka Pro Financial Group, LLC )
Ifs Advisory, LLC
Ifs Securities, Inc
Disclosures
Please visit the SEC profile of Jared Friedman 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 Redwood Financial Planning, LLC
Scotch Plains, NJ
Scotch Plains, NJ
Carlisle, PA
Scotch Plains, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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