Jared Eric Mabey

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2022
  Fidelity Brokerage Services Llc
  Denver, CO
• 07/2018 → 02/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2022 → Present
  Ifp Securiites Llc
  Tampa, FL
• 02/2022 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2018-07-13 → 2022-02-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-01-27 → 2018-07-13
  Strategic Advisers Llc
  Denver, CO
• 2012-06-19 → 2015-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT

Other Businesses

1. DBA Investment Related- Grok Capital, LLC, 1873 S Bellaire St Suite 930 Denver, CO 80222, 160 hrs/month. 2. Grok Capital LLC, Entity Ownership, Investment Related 501 S. Cherry Street, Suite 1100, Denver, CO 80246, Owner of LLC used for marketing and business purposes, start date 2/11/2022, 40 hrs/month, 40 hrs/month during trading hours. 3. Grok Wealth - investment related - 501 S. Cherry Street, Suite 1100, Denver, CO 80246 - DBA - Owner - start date 11/8/2023 - 160 hrs/month, 160 hrs/month during trading - Provide Financial Planning.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-16

Designations

• Certified Financial Planner