Designations and Licenses

Jared is a CERTIFIED FINANCIAL PLANNER®  professional. He holds an insurance license in the State of Georgia.

Experience and Education

With over 20 years of experience in the financial services industry, Jared provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jared held various roles at several local financial institutions, where he provided comprehensive financial advice and portfolio management services for clients.

Jared holds a Bachelor of Business Administration degree in finance from the University of Georgia.

Personal Interests

Away from the office, Jared is a member of the Atlanta Estate Planning Council. His favorite sports teams are the University of Georgia football, Atlanta Braves and Atlanta Falcons. His hobbies include tennis, golf and hiking.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.