Jared Poullard

Senior Financial Advisor, Managing Director - Investments

Complimentary Portfolio Review

We recognize the importance of having a trusted guide who can provide sound advice to help achieve the vision of your financial future.


If you’d like to get a better handle on your investments or find out if you’re on track for retirement, our complimentary portfolio review service can help you better understand where your portfolio stands today and identify the steps necessary to reach your goals. We will present and discuss the results from our planning process, explain any gaps that need to be filled, answer any questions and discuss potential next steps.

There is no obligation or cost.

We offer these services free of charge with no obligation. If the relationship is a good fit, we will begin our onboarding process. If we're not a good fit, we'll be happy to recommend other qualified Financial Advisors for consideration.


Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, LA, MS, ND, OH, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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