Jared began his career in the financial services industry in 2002 with UBS Financial Services, Inc. and later joined Wells Fargo Advisors in 2006. Over the years, Jared’s employer and industry peers have recognized his achievements and dedication to client service. He was recognized as a Wells Fargo Premier Advisor — a designation held by a select group of financial advisors that reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.
Jared is a highly successful advisor that decided to join RBC Wealth Management in August of 2017. Jared chose RBC for the firm’s commitment to their clients and the communities they serve. He feels RBC is thoughtful and forward looking as a firm which will provide Jared and his clients the best opportunity to meet their goals.
Jared graduated from Duke University with a Bachelor of Arts degree in economics and a minor in history. While attending Duke, he earned a varsity letter playing football. Jared and his wife Kiran reside in Weddington, North Carolina with their four children. Jared enjoys spending time with his family, working out at the YMCA and is a member of The Club at Longview.