Jared began his career in the financial services industry in 2006. Prior to joining LPL Financial, he spent time as a Financial Advisor for UBS, Wells Fargo Advisors (formerly Wachovia Securities) and Ameriprise Financial.
Upon joining LPL in 2015, Jared became a member of the Financial Planning team. He is currently Assistant Vice President of the Financial Planning consultants and serves as the dedicated consultant in the East division. Jared is experienced in all facets of Financial Planning and is an expert on the Wealth Management Aggregation Platform we provide to clients.
He provides direct access to advanced market capabilities, and is very well informed on Legislative matters concerning the financial markets.
Jared earned his Bachelor of Science in Finance from Wingate University in 2006. He holds the the Certified Financial Planning (CFP®) and Behavior Financial Advisor (BFATM) designations.
In his free time, Jared enjoys reading, hiking and spending time with his wife and two daughters in Fort Mill, South Carolina.