Jared began his role as a financial advisor with Barnum Financial Group in 2016. Shortly after, he partnered with the Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. With a large support team, he guarantees an efficient, comprehensive client experience. Jared brings his unique knowledge and skill set from his engineering background to the team in providing his clients with tailored, holistic financial planning and wealth management strategies designed to preserve and grow their assets.
Jared serves as a Transition Solutions Specialist within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Jared assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Jared specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Jared is focused on working with his clients to build a relationship that provides them with confidence that they are connected and in control of their financial life with a clear roadmap for the future.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. AR Insurance Lic # 18081356