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Jared Smallwood

Smallwood Wealth Management

Red Bank, NJ

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Current Employers
Smallwood Wealth Management

199 Broad Street, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-06-27
  • NJ RA
    APPROVED
    Since 2024-06-27

Branch Locations

199 Broad Street, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student - High School And College Lincroft And Bronx NJ 03/2014 06/2017
Smallwood Wealth Management Red Bank NJ 06/2017 08/2018
Rugby United New York New York NY 10/2018 12/2023
Smallwood Wealth Management Red Bank NJ 02/2024 Present
Fordham University Bronx NY 08/2023 Present
Smallwood Wealth Investment Management, Llc Red Bank NY 02/2024 Present
  • 03/2014 → 06/2017
    Student - High School And College
    Lincroft And Bronx, NJ
  • 06/2017 → 08/2018
    Smallwood Wealth Management
    Red Bank, NJ
  • 10/2018 → 12/2023
    Rugby United New York
    New York, NY
  • 02/2024 → Present
    Smallwood Wealth Management
    Red Bank, NJ
  • 08/2023 → Present
    Fordham University
    Bronx, NY
  • 02/2024 → Present
    Smallwood Wealth Investment Management, Llc
    Red Bank, NY
Other Businesses

Fordham University Director of Rugby. I direct the program and coaches.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-06-21

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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