Broker Check
Jared  Brown

Jared Brown

Financial Advisor | Financial Services Representative

BUSINESS PHILOSOPHY

As an Independence Wealth Partners Representative, it is my mission to help individuals develop and achieve financial objectives through various financial products and services. I can assist you in achieving your financial goals by providing you with a variety of products to meet your unique needs, both today and tomorrow.

Individuals-It is extremely important to me that you understand the  value of preparing now for your financial future.  I offer:

• Educational services that can help you make informed decisions choosing the appropriate products and service to fit your needs.
• Full assessment of your financial needs which includes a retirement needs analysis and investment portfolio analysis.

Business-I also work with employers to review their current coverage to examine additional opportunities to help:

• Minimize taxes
• Maximize value of the business
• Ensure business continuation & succession strategies

As a previous business owner, I understand that it is important to develop employee benefits and implement programs that can protect your family while preserving your interests in the business. Through our products and services, I can help meet both the needs of the employer and employee.

I graduated with a BS in Finance from Wagner College. I have been in the financial industry since 2004. My professional background includes working in various leadership positions in management at First Investors, as well as forming a partnership with 3 other professionals and 5 junior associates.

PERSONAL:

• 11 year central/southern Jersey resident
• Wife-Jolie, Children-Giselle, Scarlett & Maximus
• Hobbies-Family, friends, work, fitness

QUALIFICATIONS

• 12 years of experience in the financial industry

• Licensed to sell Life, Health, and Variable in NY, NJ, PA, CA & TX

• Property and Casualty Licensed

• FINRA licensed 6, 63, 65, 26, and 51

• Bachelor’s Degree cum laude from Wagner College

• CA Insurance License # OH32961

  • State of Domicile (NJ)

ORGANIZATIONS

• Financial Planning Association

• Annual MDRT Member