Jared Michael Marzocco
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jared Michael Marzocco is an investment adviser representative with CWM, LLC in Franklin Lakes, NJ, where they have been registered since 2020. They have worked in the securities industry since 2020 and were previously registered with Cetera Advisor Networks LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ramapo College of New JerseySep 2016 – May 2020Mahwah, NJ
- Indian Trail ClubJun 2017 – Sep 2017Franklin Lakes, NJ
- Midas Chain, Inc.Feb 2018 – Sep 2018Bergenfield, NJ
- Taylor Financial Group, LLCOct 2018 – Jan 2025Franklin Lakes, NJ
- Cetera Advisor NetworksOct 2018 – Sep 2020Franklin Lakes, NJ
- CWM, LLCSep 2020 – no end date reportedFranklin Lakes, NJ
- Cetera Advisor NetworksSep 2020 – Aug 2023El Segundo, CA
- Carson WealthApr 2018 – Jan 2025Franklin Lakes, NJ
- Carson WealthJan 2025 – Aug 2026Franklin Lakes, NJ
- Carson WealthAug 2026 – no end date reportedFranklin Lakes, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at CWM, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Michael Marzocco has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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