Jared Smallwood
Investment Adviser Representative at Smallwood Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jared Smallwood is an investment adviser representative with Smallwood Wealth Management in Red Bank, NJ, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
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.
- Student - High School and CollegeMar 2014 – Jun 2017Lincroft and Bronx, NJ
- Smallwood Wealth ManagementJun 2017 – Aug 2018Red Bank, NJ
- Rugby United New YorkOct 2018 – Dec 2023New York, NY
- Smallwood Wealth ManagementFeb 2024 – no end date reportedRed Bank, NJ
- Fordham UniversityAug 2023 – no end date reportedBronx, NY
- Smallwood Wealth Investment Management, LLCFeb 2024 – no end date reportedRed Bank, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Smallwood Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Red Bank, NJ
- SEC file number:
- 801-110658
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 13, 2026
View full firm profileOther advisors at Smallwood Wealth Management
5 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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 Smallwood 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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