Jared Albert Klapman

Algorithmic Investment Models

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Algorithmic Investment Models

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$611K average

Assets Under Management

$156.9M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

125 Newbury St, 4th Floor, Boston, MA, 02116

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Algorithmic Investment Models

February 2020 - Present · 6 yrs

Previous Registrations

Ceros Financial Services, INC.Broker

April 2021 - June 2024 · 3 yrs 2 mos

Longboard Asset Management

June 2018 - November 2019 · 1 yr 5 mos

State Registrations2 states

AZMA

Advisor

Exams

No exam information available for this advisor.