Jared
Neven
Baker Tilly Wealth Management, LLC
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About this Advisor
Jared Neven is a certified financial planner operating in Houston, Texas, who has 3 years of relevant experience. Neven is currently employed by Baker Tilly Wealth Management, LLC. Throughout their career, they have worked at Kestra Investment Services, LLC, Ark Financial, Foster Financial Group, Texas Tech University, United States Army Reserve, Erben Associates, LLC, Baker Tilly Wealth Management, LLC, Baker Tilly Us, Llp and Baker Tilly Capital, LLC. Neven can operate in Texas. Baker Tilly Wealth Management, LLC is an advisory firm based in Madison, WI. It has offices in 16 locations and a total of 45 employees. It administers $4 billion in total assets between its 2,981 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 2,981 accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is offered. Fee types billed by Baker Tilly Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$3,911,868,384
45
2,981
$1,312,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jared Neven Work History
Jared has been registered as a financial advisor for 3 years.*
Baker Tilly Capital, LLC
Baker Tilly Wealth Management, LLC
Baker Tilly Us, Llp
Erben Associates, LLC
Kestra Investment Services, LLC
Ark Financial
Foster Financial Group
United States Army Reserve
United States Army Reserve
Texas Tech University
*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 Neven 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 Baker Tilly Wealth Management, LLC
Indianapolis, IN
San Diego, CA
New York, NY
Tewksbury, MA
Newport Beach, CA
Tewksbury, MA
Houston, TX
New York, NY
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.
