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Jared Scott Friedman

REDWOOD FINANCIAL PLANNING, LLC·SCOTCH PLAINS, New Jersey
SIE, Series 6, Series 7, Series 63, Series 65CFP21 years registeredREDWOOD FINANCIAL PLANNING, LLC
1812 FRONT STREET, SCOTCH PLAINS, NJ 07076CRD# 4678181Firm CRD# 291250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jared Scott Friedman · SCOTCH PLAINS, NJ
Registration
CRD #4678181 · REDWOOD FINANCIAL PLANNING, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

REDWOOD FINANCIAL PLANNING, LLC
Apr 2018 – present
IFS ADVISORY, LLC
Mar 2012 – Nov 2017
ATLANTA, GA
SYNERGY INVESTMENT GROUP, LLC
Jun 2010 – Mar 2012
SCOTCH PLAINS, NJ
METLIFE SECURITIES INC.
Apr 2005 – Mar 2009
CRANFORD, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 28, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

2009Employment Separation After Allegations
2009Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
REDWOOD FINANCIAL PLANNING, LLC
CRD 291250 · SEC 801-127675
AUM
$175M
Regulatory assets under management
Employees
4
1,205 client accounts
Services offered by REDWOOD FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REDWOOD FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Jared Scott Friedman offer?
Jared Scott Friedman specializes in Financial Planning, Investment Management. Contact their office in SCOTCH PLAINS, New Jersey for a consultation.
What are Jared Scott Friedman's credentials?
Jared Scott Friedman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jared Scott Friedman located?
Jared Scott Friedman is based in SCOTCH PLAINS, New Jersey, working with REDWOOD FINANCIAL PLANNING, LLC. Their office serves clients in the SCOTCH PLAINS metropolitan area and surrounding communities.
How does Jared Scott Friedman charge for services?
Jared Scott Friedman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDWOOD FINANCIAL PLANNING, LLC?
REDWOOD FINANCIAL PLANNING, LLC has approximately 4 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REDWOOD FINANCIAL PLANNING, LLC

Michael Allen Mclane
SCOTCH PLAINS, NJ
CFP

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