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Jared Eric Mabey

Investment adviser representative at Independent Financial Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.3BFirm 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Independent Financial PartnersFeb 2022 to now
  2. Ifp Securiites LLCFeb 2022 to now
  3. Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2022
  4. Fidelity Brokerage Services LLCJan 2015 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CO).

Independent Financial Partners

Legal name: Ifp Advisors, LLC

$16.3BAssets managed
54,154Clients
319Advisers
18 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
6031997
Firm CRD
125112
Advisor's SEC record (opens in a new tab)
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