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Jared Alexander Neale

Imperial Fund Asset Management LLC

Fort Lauderdale, FL

CRD 7678821

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Employer firm

Imperial Fund Asset Management LLC CRD 317525

$6.84B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Imperial Fund Asset Management Llc

899 W Cypress Creek Rd, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-19
NY RA APPROVED 2024-01-22
  • FL RA
    APPROVED
    Since 2024-02-19
  • NY RA
    APPROVED
    Since 2024-01-22

Branch Locations

899 W Cypress Creek Rd, Fort Lauderdale, FL 33309 • 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
If Securities Llc Hollywood FL 12/2022 Present
Imperial Fund Hollywood FL 02/2022 Present
Archpoint Investors Coral Gables FL 12/2020 02/2022
Creative Financial Network Fort Lauderdale FL 09/2020 12/2020
University Of Central Florida Orlando FL 09/2019 05/2021
Pf Chang's China Bistro Sunrise FL 06/2016 08/2017
Trump International Beach Resort Sunny Isles FL 06/2016 08/2016
Unemployed Cooper City FL 08/2017 09/2019
  • 12/2022 → Present
    If Securities Llc
    Hollywood, FL
  • 02/2022 → Present
    Imperial Fund
    Hollywood, FL
  • 12/2020 → 02/2022
    Archpoint Investors
    Coral Gables, FL
  • 09/2020 → 12/2020
    Creative Financial Network
    Fort Lauderdale, FL
  • 09/2019 → 05/2021
    University Of Central Florida
    Orlando, FL
  • 06/2016 → 08/2017
    Pf Chang's China Bistro
    Sunrise, FL
  • 06/2016 → 08/2016
    Trump International Beach Resort
    Sunny Isles, FL
  • 08/2017 → 09/2019
    Unemployed
    Cooper City, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-14
  • S65 Uniform Investment Adviser Law Examination
    2023-12-14
Other Names
  • Jared Alexander Neale

View on SEC IAPD

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