Jared
Neven

Sowell Management

CRD#6204652
Investment Advisor
in Spring, TX

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About this Advisor

Jared Neven is a financial advisor based in Spring, Texas, working with Sowell Management. Jared has previously held positions 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, Baker Tilly Capital, LLC, Sowell Management, and Bellwether Advisory Group. Jared is registered to provide services in Texas. Currently, Jared is part of Sowell Management, which operates out of Spring, Texas. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1401 Lake Plaza Drive Suite 200-#135
Spring, TX 77389

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Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

TX Average: $880,205,985
Total Number of Employees

157

TX Average: 42
Total Number of Accounts

13,257

TX Average: 1,714
Average Account Size

$251,143

TX Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jared Neven Work History

2023 - Present (2 years)

Sowell Management

2023 - Present (2 years)

Bellwether Advisory Group

2021 - 2023 (2 years)

Baker Tilly Capital, LLC

2020 - 2023 (3 years)

Baker Tilly Wealth Management, LLC

2020 - 2023 (3 years)

Baker Tilly Us, Llp

2018 - 2020 (2 years)

Erben Associates, LLC

2015 - 2018 (3 years)

Kestra Investment Services, LLC

2014 - 2015 (1 year)

Ark Financial

2014 - 2014 (< 1 year)

Foster Financial Group

2011 - 2019 (8 years)

United States Army Reserve

2011 - 2017 (6 years)

United States Army Reserve

2007 - 2014 (7 years)

Texas Tech University

Created with Highcharts 6.0.7

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 Sowell Management

Ramie Khalil
North Little Rock, AR
Matthew Reakus
Marlton, NJ
Miki Morrow
North Little Rock, AR
Daryl Seaton
North Little Rock, AR
Maryanna Braun
Houston, TX
Brian Randall
North Little Rock, AR
Noah Ozgo
North Little Rock, AR
George Bonney
Gig Harbor, WA

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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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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