Jared Whittle, CRPC, AAMS

As a Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Asset Management Specialist™ (AAMS®), Jared Whittle provides comprehensive investment planning and personalized wealth management solutions for individuals, families, and business owners. A native of Jacksonville, Florida, Jared’s mission is to help bring clarity to the world of finances, helping clients implement long-term solutions for building and preserving wealth.
Jared is known for an approachable, personal style to investment planning, focusing on the unique goals and aspirations of every client he serves. His expertise extends beyond traditional asset management to include tax-efficient strategies, estate planning strategies, and philanthropic giving, ensuring that every facet of a client’s financial life is carefully coordinated.
He began his career in the financial services industry with a commitment to high-level, professional service. Previously, Jared was a part of a private wealth management team that oversees over $1 billion in assets. Leveraging this experience, Jared helps his clients navigate market complexities to realize their most important financial goals.

Outside of the office, Jared is an avid sailor and guitarist. He stays active through exercise and enjoys spending quality time with his wife Christy, family, and friends.