Jared Brock Email & Phone Number
Managing Partner @ Brock Hill Wealth Management
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Jared Brock Location
- Boston, MA, US
Jared Brock Work
- 2021 -now Managing Partner @
- 2018 -2021 Vice President, Financial Advisor @
- 2013 -2017 Financial Planner @
- 2002 -2013 Financial Advisor @
- 2008 -2011 Assistant Vice President - Financial Solutions Advisor @
- 2008 -2009 Assistant Vice President - Financial Specialist @
Jared Brock Education
- Harvard Extension School
Master of Business Administration - MBA (Business Administration and Management, General)
2019-2021 - Thomas Edison State University
B.S. Business Management (Business Administration and Management, General)
2004-2004 - Kaplan University
CFP Board-registered education program (CFP)
2003-2003 - Dean College
Associate’s Degree (Associate in Science - Business Administration and Management, General)
2000-2002 - The University of Tennessee at Chattanooga
(Business Administration and Management, General)
1998-1999
Jared Brock Skills
- Certified Financial Planner
- Financial Planning
- Fiduciary
- Strategic Financial Planning
- Tax Advisory
- Income Tax
- Wealth Management
- Trusts
- Investment Advisory
- Investment Strategies
- Financial Services
- Series 7
- Asset Allocation
- Succession Planning
- Estate Planning
- Mutual Funds
- Financial Advisory
- Tax Planning
- Estate Tax Planning
- Personal Income Tax Returns
- Fiduciary Services
- Trustee Investments
- Trust Taxation
- Executive Compensation Planning
- Series 65
- Series 63
- Multi-generational wealth transfer
- Life & Health Insurance Licenses
- Trust Services
- Wealth Management Services
- Wealth Accumulation
- Estate Administration
- 401k Rollovers
- Trust Management
- ETFs
- Wealth
Jared Brock Summary
- Jared Brock, based in Boston, MA, US, is currently a Managing Partner at Brock Hill Wealth Management. Jared Brock brings experience from previous roles at Citizens Investment Services, Bearing Point Wealth Partners, Inc., Fidelity Investments and Merrill Edge. Jared Brock holds a 2019 - 2021 Master of Business Administration - MBA in Business Administration and Management, General @ Harvard Extension School. With a robust skill set that includes Certified Financial Planner, Financial Planning, Fiduciary, Strategic Financial Planning, Tax Advisory and more. Jared Brock has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Brock Hill Wealth Management Employees
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