Jared's approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. Throughout his career, he has developed plans addressing retirement distribution, business succession, and estate planning.
Originally from Amarillo, TX, Jared and his wife Morgan, and family reside in San Antonio, TX. Jared is a graduate of Texas A&M University, with post graduate studies at Wharton School of Business. He is a licensed investment advisor, holding Series 7, 24, 63, 65 licenses and Texas General Lines.
Jared loves to spend free time traveling with Morgan, hunting, fly fishing, golfing with friends, and playing with his black lab, Kerr.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.