Jared Carl Beck
Investment adviser representative at Independent Financial Partners
11 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 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 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.
- Independent Financial PartnersJul 2025 to now
- Connors Wealth ManagementJul 2025 to now
- Health First IncJun 2024 to Apr 2025
- The Hershey CompanyMay 2023 to Jun 2024
- Northwestern MutualMay 2022 to Sep 2022
- Publix SupermarketsMar 2020 to Jan 2024
- Urban Air Trampoline ParkFeb 2019 to Mar 2020
- Skyzone Trampoline ParkMay 2017 to Feb 2019
- Pizza GalleryNov 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7522232
- Firm CRD
- 125112