Jared joined Nicholas Wealth Management in 2021 as a Client Service Representative. Jared is a registered IAR, holding various designations: Series 65, license for Life, Health, Accident, and Variable insurance, as well as Lean Six Sigma Yellow Belt. Jared studied Business Management with a concentration in Finance at Kennesaw State University’s Coles College of Business in addition to graduating from the Integrated Business Leadership Program. Jared comes to Nicholas Wealth Management with a range of experience from commercial real estate to niche equity derivative strategies. Jared’s role encompasses the preparation of account documents, allocation of portfolios, and assisting the client service team in responding to client inquiries in a timely manner. Jared’s mission is to provide a proactive approach to client servicing and ensure portfolio and account objectives are met with a clear understanding.

Jared resides in Kennesaw with his dog, Ranger. If he is not in the office, you can find him at the lake or mountain enjoying the outdoors or doing market research at home.