About Jared

I help my clients plan for the future.  I actively expand my network of clients to include business professionals throughout South Florida. I am a Registered Representative of and hold Series 7, 6, 63 and 65 Security Licenses. Additionally, I am pleased to announce that I have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

During college, when I had free time over the summers, I usually worked at my father's offices of Prudential and later Wachovia Securities, where I learned from him. I graduated from the University of Miami in 2003 with a Bachelors degree in Business Administration and a minor degree in Motion Pictures.

I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I am a Member of the Board of Directors for the David Posnack Jewish Community Center. Also, I am a member of the University of Miami Alumni Association, a member of B'Nai Israel, and a volunteer for the American Cancer Society. I am an avid film and basketball fan. Also, I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances".