Jared Poullard

Senior Financial Advisor, Managing Director - Investments

Investments

Helping your investments work together to reach your financial goals.


Helping your investments work together to reach your financial goals.


Achieving your financial goals requires a well-coordinated investment strategy that aligns with your unique needs and objectives. Using professional money managers, we personalized your investment strategies with your future in mind. By leveraging the in-depth research and manager selection recommendations from Wells Fargo Advisors and affiliates, we help ensure that your portfolio is customized based on your risk tolerance and time frame. This personalized approach allows us to provide you with a sophisticated strategy that is both comprehensive and adaptable to changing market conditions.

 

Investment strategy:  Core principles


Risk Management   

Sophisticated risk management strategies help protect your assets. By diversifying your portfolio, we aim to minimize potential losses and safeguard your investments against market volatility.



Tax Efficiency 

Managing the impact of taxes is crucial for maximizing your investment returns. We utilize tax-efficient investment strategies, such as tax-loss harvesting and strategic asset location, to help you keep more of what you earn.



Income 

Fixed income securities can play a vital role in creating a steady cash flow to meet your financial needs. Whether you require regular income for living expenses in retirement or are looking to reinvest for growth, we adjust your portfolio to align with your income needs.



Alternatives

To address specific financial objectives and enhance portfolio diversification, we can  incorporate alternative investments such as real estate, private equity, and hedge funds, when appropriate. These investments can provide unique opportunities for growth and income that are not typically available through traditional asset classes.


Ready to take the next step towards reaching your financial goals? Together, we can create a customized investment strategy that puts your money to work for you.

 







Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.

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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