Jared Peters, CFP^®

Designations and licenses

Jared is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Jared provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Jared worked as a paraplanner at George-Wellons Wealth Group, where he supported a team in serving households. In this role, he built and implemented client financial plans, assisted with investment management and participated in client meetings. He also served as a treasury analyst at Truist, focusing on working capital analysis and treasury services for commercial and middle-market businesses.

Personal interests

Away from the office, Jared is heavily involved with Ethos Church, where he serves and leads a small group. A former cross country and track athlete at Lipscomb University, he enjoys spending time outdoors, playing and watching sports, being with friends and running and biking around Nashville.

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.