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Jared Berlin

THAMES CAPITAL MANAGEMENT, LLC·ROSELAND, New Jersey
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103 EISENHOWER PARKWAY,, ROSELAND, NJ 07068CRD# 6813856Firm CRD# 288755
01

About

Jared Berlin is a registered financial advisor based in ROSELAND, New Jersey, affiliated with THAMES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
THAMES CAPITAL MANAGEMENT, LLC
THAMES CAPITAL MANAGEMENT, LLC
AUM
$231M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THAMES CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6813856
Firm CRD# 288755
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jared Berlin offer?
Jared Berlin specializes in Retirement Planning. Contact their office in ROSELAND, New Jersey for a consultation.
What are Jared Berlin's credentials?
Jared Berlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Berlin located?
Jared Berlin is based in ROSELAND, New Jersey, working with THAMES CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROSELAND metropolitan area and surrounding communities.
How does Jared Berlin charge for services?
Jared Berlin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THAMES CAPITAL MANAGEMENT, LLC?
THAMES CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in New JerseyNational Fee Analysis
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