Jared Koelker has been an investment adviser representative at Northeast Planning Associates since March 2026, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Jared Koelker’s longest registration is the current one, 6 years at LPL Financial LLC since 2020. Before joining Northeast Planning Associates in 2026, Jared Koelker was registered through Sagepoint Financial, Inc. and Questar Asset Management, Inc.
- – present · under a yearDover, NH · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 6 yearsAdviser representative · Firm CRD 6413
- Sagepoint Financial, Inc.– · 4 yearsDover, NH · Adviser representative · Firm CRD 133763
- Questar Asset Management, Inc.– · 2 yearsDover, NH · Adviser representative · Firm CRD 133358
Investment adviser representative registrations
Jared Koelker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2020; the most recent is Texas, in May 2020.
- New HampshireSince 10 March 2020
- TexasResidentSince 12 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 October 2012 |
| Series 66 | Uniform Combined State Law Examination | 29 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Jared Brant Koelker
- CRD
- 6017100
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 466 CENTRAL AVE, STE 6, Dover, NH 03820
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jared Koelker work?
Jared Koelker is an investment adviser representative registered through Northeast Planning Associates, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jared Koelker a financial advisor?
Yes. Jared Koelker has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since March 2026.
How many years of experience does Jared Koelker have?
Jared Koelker has 14 years in the financial industry, since October 2012, across 4 adviser firms.
What exams has Jared Koelker passed?
Jared Koelker has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in August 2012. FINRA credited Jared Koelker with the SIE, which began in October 2018.
Where did Jared Koelker work before Northeast Planning Associates?
Before Northeast Planning Associates, Jared Koelker was registered through Sagepoint Financial, Inc., June 2015 to March 2020; Questar Asset Management, Inc., November 2012 to July 2015.
Where is Jared Koelker based?
Jared Koelker’s registered office is in Dover, NH.
Is Jared Koelker registered with FINRA?
Yes. Jared Koelker has a current broker registration, under CRD 6017100.
Source: FINRA BrokerCheck
How can I verify Jared Koelker’s record?
Search CRD 6017100 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jared Koelker’s full registration record.
