Jared joined HB Wealth in August 2025. In his role, he collaborates closely with wealth advisors to support their clients through the increasingly complex landscape of financial planning. From navigating intricate cash flow considerations to implementing tailored investment strategies, Jared plays a key role in aligning each client’s unique financial picture with their long-term goals.
Before joining HB Wealth, Jared spent one year as an analyst with J.P. Morgan Private Bank in Charlotte. He assisted in servicing high-net-worth families throughout the Carolinas with their banking, investment decisions, and estate planning needs.
Jared earned his Bachelor’s degree in Finance with a minor in Entrepreneurship from Wake Forest University in May 2024.
In his free time, Jared enjoys playing pickleball and tennis, and attending concerts with friends.