With more than a decade of experience in financial services, Jared brings an uncommon combination of analytical discipline and genuine curiosity about the people he serves to his role as a Wealth Advisor. His path to wealth advising began with a strong aptitude for mathematics and evolved through a deep interest in behavioral finance, the recognition that how clients think and feel about money is just as important as the numbers themselves. That perspective shapes everything he does, from how he constructs a portfolio to how he opens conversations with clients.  

Jared’s approach begins with understanding who each client is, what they’re working toward, and what they need to reach their goals. Before discussing strategies or solutions, he invests time in listening. The result is planning that is both technically sound and genuinely personal, helping clients move forward with confidence and clarity. 

Guided by a deep commitment to trustworthiness rooted in his Jewish faith, Jared views the responsibility of managing a client’s financial future with corresponding seriousness. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned his Bachelor of Arts in mathematics from Yeshiva University. 

Jared resides in Miami, Florida. Outside of work, he is an active member of Friendship Circle, an organization dedicated to supporting children with special needs, and is involved in educational and therapeutic initiatives serving high-risk youth. In his free time, he enjoys playing ice hockey.