"We take our reputation very seriously and care deeply about our clients. I strive to live my life according to the Proverb that says a good name is greater than riches.”
HOW I CAN HELP YOU
Jared specializes in serving select high-net-worth individuals, families and business owners who are looking for a trusted advisor to help them build, manage, preserve and transition wealth, allowing them more time to pursue their passions. Through a client-centric approach, he strives to provide effective communication, excellent service, and tailored advice to meet clients' most crucial needs in a wide range of the investment planning areas.
WHAT MAKES ME KNOWLEDGEABLE
Since joining Wells Fargo Advisors in 2008, Jared earned the CERTIFIED FINANCIAL PLANNER® professional designation in 2011 in order to serve his clients more deeply. As a life-long learner, he completed an executive education program at the University of Chicago Booth School of Business in 2018, earning the Certified Private Wealth Advisor® certification after completing a rigorous qualification course and exam. Jared has been honored to be named a 2022 Forbes Top Next-Gen Wealth Advisor Best-In-State*. He holds the applicable securities and registrations, Life, Health and Variable Annuity licenses and is currently registered and serving clients in 30 states. Prior to his wealth management career, he was a Certified Public Accountant for three years and focused on corporate tax returns. He attended Harding University in Searcy, Arkansas, where he obtained a B.B.A. in accounting.
GETTING TO KNOW ME
Jared married his wife, Morgan in 2009 and they are immeasurably blessed with two children, Gunter and Rayanne. They are proud residents of Panama City. He enjoys spending time with family and friends and is passionate about traveling in their RV, Braves baseball and giving back to his community. He serves in various church activities and is an active deacon at Hiland Park Baptist Church. In the past, he has served on the finance committee at Hiland Park Baptist Church, on the Gulf Coast State College Alumni Advisory Council, and as a board member for the United Way of Northwest Florida, Inc.
2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
*The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.