“Do one thing every day that scares you.” - Eleanor Roosevelt
Role at Mission Wealth
As a Client Advisor for Mission Wealth, Jared counsels clients utilizing a multi-disciplinary approach to develop comprehensive solutions for their complex financial situations. He especially enjoys working alongside clients to guide them to their goals through both calm and turbulent times.
Jared started in the financial industry in 2006. His career began in New York City working for JPMorgan. After spending seven years in New York, he returned home to Boston. He has worked at both premier private banks and boutique family offices, drawing experiences from both.
Jared grew up in the Boston area and now resides in Walpole with his wife and two kids. He enjoys exploring the New England outdoors and is an avid Boston sports fan.
Jared is involved in his local community as a volunteer coach for his kids' sports teams and was previously the Chairman of the Board for the BayState Learning Center in Dedham, Massachusetts.