Jared Madden
Investment adviser representative at Yhb Investment Advisors Inc
20 yearsExperience
2 statesRegistered in
$2.3BFirm assets
36 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Yhb Investment Advisors IncAug 2023 to now
- EmpowerApr 2022 to Jul 2023
- Prudential FinancialNov 2006 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Yhb Investment Advisors Inc
$2.3BAssets managed
1,182Clients
18Advisers
36 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
- 7944351
- Firm CRD
- 105434