Professional
- Serves as the Team Lead for the firm’s Attorney Advisory Group which provides the legal community with the investment expertise and resources necessary to assist in situations such as Divorce, Inheritance, Legal Awards, and Major Asset Sales/Divisions
- Achieved the Chartered Retirement Planning Counselor designation (CRPC®) via the College for Financial Planning
- Earned the Certified Fund Specialist designation (CFS®) via the Institute of Business and Finance
- Quoted by Yahoo Finance in 2024 – “Here’s How To Save $1 Million for Retirement With Just $10 a Day”
- Quoted by Yahoo Finance in 2024 – “Cutting Expenses in Retirement: 9 Things To Downsize (That Aren’t Your Home)”
- Quoted by Yahoo Finance in 2023 – “Experts Agree: This Is the Worst Savings Advice”
- Served as group leader assisting with MWM internal training and Advisor Milestones
- Earned a variety of awards and accommodations serving in the United Stated Marine Corps from 2013 until 2017
Personal
- Jared married Julianne in 2014 and they have two sons, Jackson and Jensen which they raise together in Spring, TX
- Member of Oak Ridge Baptist Church in the Spring area
- An avid reader, he enjoys reading books on leadership, finance, and communication
- Has made eight separate trips to Ensenada, Mexico to help build homes for families in need
- Loves to play the guitar and really enjoys the song “Alabama Haint” by Penny and Sparrow
- Jared grew up in Magnolia, Texas and has a Bachelor’s Degree in Business Management from the University of Phoenix
Odd Facts
- Successfully summited – multiple times – the most dangerous hike in Yosemite park known as the Half Dome
- Enjoys collecting trading cards and his prize card is a Joe Montana rookie card
- Road tripped from North Carolina to California and has lived in both of those states
- Jared has been to Disneyland eight times, all as an adult
- “Ask me about the 12×12 Rubik’s Cube!”
- Extremely proud of his ability to put a penny on his right elbow and then snatch the penny with his right hand