A graduate of the University of Missouri - St. Louis (UMSL), Jared earned a B.S. in Economics. Upon graduating, Jared transitioned from his position as a personal banker at U.S. Bank to become an investment consultant at the Wells Fargo Advisors headquarters in St. Louis. There, he completed the Chartered Retirement Planning Counselor® (CRPC) designation and served clients seeking advice on investment and retirement planning. With a love for the markets and years of consulting under his belt, Jared moved to Milwaukee in 2016 to join what is now Allspring Global Investments, an asset manager with over $500B under management. There, he partnered with hundreds of financial advisors across the country to analyze investments and mitigate risk for client portfolios.
After spending more than 5 years with a top asset manager, Jared moved to Charlotte, NC in 2022 to help with investment distribution efforts for boutique asset managers. He obtained the Chartered Market Technician® (CMT) designation, demonstrating his knowledge of technical analysis. Today, as a financial advisor with Cannon Advisors, Jared provides customized financial solutions that meet the unique needs of each of his clients. He is committed to helping clients achieve their financial goals while avoiding common pitfalls when it comes to growing wealth, planning for retirement, and protecting assets.
In his free time, Jared enjoys being outdoors and traveling, especially around mountains where he can hike, mountain bike, and ski. He also stays current on the latest developments in artificial intelligence and is a member of the Association for the Advancement of Artificial Intelligence non-profit organization.