Jared George

With a decade of experience in financial services and over eight years as a dedicated Financial Advisor, Jared George partners with individuals and families to build thoughtful, long-term investment plans tailored to their goals. He specializes in retirement planning, custom investment and portfolio management, and the strategic use of market-linked investments, annuities and alternative asset classes – including hedge funds, private capital, and private real estate investments.

Jared is a graduate of West Texas A&M University with a BBA in Business Administration with a focus on Finance, Management and Marketing. He holds the FINRA Series 7 and 66 securities registrations and is licensed in life and health insurance in the state of Texas. His approach emphasizes holistic investment planning, tax-efficient portfolio strategies, and multi-generational wealth planning. He is passionate about helping clients navigate complex financial decisions with clarity and confidence.

Outside of the office, Jared and his wife are active in their church and the triathlon community, regularly participating in Ironman events. They recently welcomed their first daughter into the world and share their home with two goldendoodles who keep things lively.

Tailored Financial Strategies. Personal Service.

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.

For more information about how I may be able to help you pursue your financial goals, please contact me.