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RIA / WealthAdvisorCertified Financial Planner23 years in industry

JARED SCOTT FRIEDMAN

Advisor at REDWOOD FINANCIAL PLANNING, LLC

SCOTCH PLAINS, NJ

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Search this name across graphsid dfx:ria:5e605a5a-9d29-96c1-dfec-4ec08e2761a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REDWOOD FINANCIAL PLANNING, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 16, 2003
First registration: Apr 28, 2005
Dual registered: no
Other names: JARED FRIEDMAN
IAPD individual key: 4678181

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REDWOOD FINANCIAL PLANNING, LLC	Independent wealth	Apr 20, 2018	n/a	yes	SCOTCH PLAINS, NJ	Current employment
SB ADVISORY, LLC	Independent wealth	Mar 5, 2012	Nov 13, 2017	no	ATLANTA, GA	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Jun 23, 2010	Mar 6, 2012	no	SCOTCH PLAINS, NJ\|CHARLOTTE, NC	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 28, 2005	Mar 31, 2009	no	ISELIN, NJ\|CRANFORD, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SB ADVISORY, LLC	REDWOOD FINANCIAL PLANNING, LLC	Nov 13, 2017	Apr 20, 2018	158	Firm change	Other
SYNERGY INVESTMENT GROUP, LLC	SB ADVISORY, LLC	Mar 6, 2012	Mar 5, 2012	-1	Firm change	Other
MSI FINANCIAL SERVICES, INC.	SYNERGY INVESTMENT GROUP, LLC	Mar 31, 2009	Jun 23, 2010	449	Firm change after gap	Other

Relationships

Registered with (4)

→ REDWOOD FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Apr 20, 2018 to presentfactForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: previous registration
Mar 5, 2012 to Nov 13, 2017factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Jun 23, 2010 to Mar 6, 2012factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 28, 2005 to Mar 31, 2009factForm ADV

Dated events

No dated event names this entity yet.