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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Onward Fi, LLC

Jared A. Defore

CRD 6415599 · Plainfield, IN

At a glance

Jared A. Defore is an investment adviser representative with Onward Fi, LLC in Plainfield, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jared’s SEC record dates to 2014, about 11 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.

Current advisory firm

  • Onward Fi, LLCSince June 2023Plainfield, IN · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2014 (11 years)
Designations
Certified Financial Planner, Personal Financial Specialist
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jared’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.