Jared has been with CFS since he was 18 years old, initially as an intern before making the transition to a full time associate. He has consistently demonstrated true characteristics of what a Financial Advisor should be. He works hard to help his clients, specifically physicians, dentists, and others in the medical field, find maximum value in their lives to flourish financially. He is a coach, helping his clients navigate through the financial myths and misinformation so they can make properly informed decisions based on facts, not opinions. Jared’s greatest satisfaction comes from the thought that knowing his clients will live their future in security – nothing is based on hope.
Jared enjoys staying active in his downtime playing golf or basketball and will always find time to hang out with his family and friends.
- BS Finance, Minor Economics, University of Connecticut
- Life & Health
- Series 7, 66
Jared’s accomplishments include
- Berkshire Advanced Disability Meeting, 5 years
- Guardian Leaders Club, 3 years
- New Agent of the Year, 2014
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian