Jared Scott Neven
Investment adviser representative at Sowell Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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
15 years in the industry.
- Bellwether Advisory GroupJul 2023 to now
- Sowell ManagementJul 2023 to now
- Baker Tilly Capital, LLCJul 2021 to Jul 2023
- Baker Tilly Us, LLPOct 2020 to Jul 2023
- Baker Tilly Wealth Management, LLCOct 2020 to Jul 2023
- Erben Associates, LLCApr 2018 to Oct 2020
- Kestra Investment Services, LLCMar 2015 to Apr 2018
- United States Army ReserveMar 2011 to Mar 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 6204652
- Firm CRD
- 127145