Jared Smallwood
Investment adviser representative at Smallwood Wealth Management
12 yearsExperience
1 stateRegistered in
$339MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Smallwood Wealth Investment Management, LLCFeb 2024 to now
- Smallwood Wealth ManagementFeb 2024 to now
- Fordham UniversityAug 2023 to now
- Rugby United New YorkOct 2018 to Dec 2023
- Smallwood Wealth ManagementJun 2017 to Aug 2018
- Student - High School and CollegeMar 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Smallwood Wealth Management
Legal name: Smallwood Wealth Investment Management, LLC
$339MAssets managed
458Clients
6Advisers
9 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
- 6234719
- Firm CRD
- 288663