Jared Cohen Costigan
Investment adviser representative at Slp Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$63.7MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Slp WealthNov 2023 to now
- Student Loan PlannerAug 2023 to now
- Wealthspire AdvisorsSep 2022 to Aug 2023
- Private Capital Group, LLCMay 2021 to Sep 2022
- Coyle Financial CounselAug 2018 to Apr 2021
- Bottom LineAug 2017 to Jul 2018
- Extended TravelJun 2017 to Aug 2017
- Economic Mobility PathwaysAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
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
- 7399691
- Firm CRD
- 325631