Jared is a Client Relationship Manager at SAM. He started working with clients in 2014 as a Financial Planning Consultant at Northwestern Mutual. Prior to joining SAM, Jared worked as a Financial Solutions Advisor at Merrill Edge and as a Financial Advisor at Bank of the West.
Jared currently holds his Series 65 and has passed Level I of the Charter Financial Analyst examination. Jared graduated Distinction MSc. International Relations at the London School of Economics and Summa Cum Laude with a B.A. in Political Science at the University of California, Los Angeles.
Jared lives in Reno, Nevada, and is based out of our San Mateo office in California.