Jared brings over 20 years of experience to his role as Senior Vice President, Financial Advisor. He founded West Wealth Advisory Powered by LPL Financial in 2023 to bring the needed flexibility of financial solutions to better protect his clients and work for their best interest. His passion for helping others inspires him on a daily basis.
Jared's approach to working with his clients is centered on his understanding that everyone is in varying stages of life with differing goals and priorities. His active listening skills allow him to truly get to know his clients and build relationships with them and multiple generations of their families. His values of family and hardwork as well as his industry knowledge allow him to support his clients in every step of their financial journey. Jared is a firm believer that your financial success is best measured against your own goals and not while trying to keep up with other people or the stock market.
Originally from Brigham City, UT, Jared currently resides in Clovis, CA, with his wife, Kasie, and their four children. Outside of the office, Jared loves watching sporting events, reading, and spending time with his family. He is active in the community through the CA Food Bank.
The West Wealth Advisory Approach. Transparency and high-quality service are the basis of our practice. We actively listen to our clients to build strong relationships and develop a deep understanding of their goals and dreams. Our team of experienced financial professionals are committed to consistently communicating throughout every stage of planning and executing on your financial strategy.
General Information |
| Firm Start Year: | 1924 |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Education |
| Bachelor's - Business Finance | Fresno Pacific University
08/1996-12/1999 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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