Jared works in the portfolio division at Ironwood Wealth Management and assists in activities such as daily portfolio transactions, performance verification, and analysis. He started in the financial services industry after graduating from the University of Arizona with a BS in Finance and is currently pursuing his Chartered Financial Analyst® designation and has passed the Level I exam.
Jared is passionate about what he does and enjoys utilizing his knowledge to help people reach their financial goals. In his role, he rebalances portfolios and invests client deposits, provides investment recommendations for assets held outside of the firm, assets with money movements, and provides analytical research as needed. He loves the challenge of providing superior asset management and being able to help clients as a result. He’s always been a hard worker and problem solver and believes that if you say you’re going to do something, you better do it because other people are counting on you. He brings this strong work ethic to all he does at Ironwood Wealth Management.
In his spare time, Jared enjoys playing basketball, snowboarding, spending time with family, and reading.