Experience and Education
Jared provides personalized wealth management solutions to help clients meet their needs and objectives. He helps balance investment opportunities and risk management for client portfolios. With a strong belief that the focus should always be on the client, not the transaction, Jared joined Mariner Wealth Advisors to help clients create financial plans that match their life goals.
He has a Bachelor of Arts degree with honors in mathematics from Yeshiva University in New York.