Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies




  • Bachelor of Science Finance; Arizona State University, Tempe AZ

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2023

Previous experience

  • Jackson/Roskelley Wealth Advisors, Inc., 2007- 2020

Community participation

  • I support Habitat for Humanity
  • I support Boy Scouts of America
  • I support A New Leaf


An Arizona native, Jared makes giving back to the community a priority. He volunteered with the Boy Scouts of America from 2000-2019 and was honored with admission to the Scoutmaster Hall of Fame. He served as director of programming for the Financial Planning Association of Greater Phoenix from 2006 to 2008, and has been quoted in Business week, Barron’s, The Wall Street Journal and Forbes. He and his wife, Karlie, live just a few miles away from Jared’s home neighborhood. They have two children, Sam and Ella. “Needless to say, we are careful saying our kids’ names in restaurants,” Jared says.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.