Jared Defore
Onward FI · Plainfield, Indiana
Jared Defore is a fee-only financial advisor at Onward FI in Plainfield, Indiana, who holds the CFP and PFS credentials. Onward FI reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Onward FI |
|---|---|
| Based in | Plainfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $10.8M across 67 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in IN · CRD 6415599 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jared's firm compares
- Onward FI's average account is about $161,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Jared
Is Jared Defore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Onward FI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Onward FI, reports charging a percentage of assets on its SEC Form ADV.
Where is Jared Defore based?
Jared Defore is based in Plainfield, Indiana.
What credentials does Jared Defore hold?
Jared Defore holds the CFP and PFS credentials.
Is Jared Defore registered with the SEC?
Yes. Jared Defore is registered as an investment adviser representative in IN (CRD 6415599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onward FI manage?
Onward FI reports $10.8M across 67 accounts in assets under management.
How do I contact Jared Defore?
Contact details aren't on file yet. Search for Onward FI.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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