Jared works closely with his clients to create personalized strategies tailored to their individual needs. He serves business owners who want to invest through their company or develop an investment strategy for their personal portfolio, high-net-worth clients who are looking for tax-sensitive approaches, and individuals who are nearing retirement and are serious about having a plan in place for maintaining their lifestyle.
“I want to understand what is important to my clients so I can partner with them to create strategies for pursuing their goals. I am genuine in my desire to serve them, and I do everything with passion and careful thought,” Jared says.
Jared comes from a multigenerational family of financial advisors. His father has just retired as a financial advisor, and his brother and sister-in-law are both financial advisors. Using everything he has learned, Jared is able to take complex information and convey it in terms that are clear and understandable to our clients.
“We have deep-rooted values that compel us to always put our clients first above all. The trust that we develop with our clients through meaningful conversations and shared experiences allows us to serve our clients as deeply as possible,” says Jared.
Jared transitioned to Raymond James with our team in 2021. “I believe that Raymond James shares the same values and philosophies that we do, in which we focus on the success of the client above all,” he says.
Previously, Jared was a financial advisor at Edward Jones for nine years. He held several leadership positions, including field trainer, solutions system coach, region technology advisor, level leader, hiring team member and recruiting team member.
Jared earned the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. He attended Johnson County Community College and the University of Kansas, and holds an Associate of Occupational Studies in Le Cordon Bleu Culinary Arts from the Scottsdale Culinary Institute.
Jared has lived all over the nation, including California, Connecticut, New Jersey, Texas and Kansas. Today, he lives in Scottsdale with his wife, Kirsten, and their children, Makayla, Kellan and Ashton. In his free time, he enjoys playing the guitar, playing around with the latest computer technology and golfing.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.