Jared Scott Friedman
Investment adviser representative at Redwood Financial Planning, LLC
7 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$388.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Redwood Financial Planning, LLCApr 2018 to now
- Redwood Financial Planning, LLC (fka Pro Financial Group, LLC )Jun 2010 to now
- Ifs Advisory, LLCMar 2012 to Nov 2017
- Ifs Securities, Inc.Mar 2012 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Redwood Financial Planning, LLC
$388.8MAssets managed
634Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4678181
- Firm CRD
- 291250