Jared joined Raymond James in 2021 as a Financial Advisor.  As a financial advisor Jared is driven by the success of his clients. He is motivated by working through the financial planning and goal-setting processes because of the lasting effects on his client’s future. He takes his responsibilities seriously and makes it a priority to help protect and grow his clients' wealth by creating customized strategies. 

A trusted advisor is essential for guidance and continued support in an industry that some view as complicated and overwhelming. Jared’s approach to the financial planning process avoids an intimidating experience. Instead, he guides clients through an authentic, honest, and individualized experience. Jared enjoys problem-solving and aims to clarify how investments allow his clients to achieve what matters most to them through efficient planning to achieve their short- and long-term goals, especially those related to retirement.

Jared draws from his previous experiences when providing customized service and guidance to his clients. He began his career with HSBC Bank as a Premier Relationship Manager, was a Financial Consultant with M&T Securities, and a Financial Advisor with Key Investment Services. Jared graduated from Canisius College with a bachelor’s degree in Management & Marketing.