Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Forbes “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
Jared works closely with affluent individuals, couples, and families to help them grow, preserve, and transfer their wealth more effectively. Restless in pursuit of client goals, he looks to serve clients more capably and deeply than they have ever been served before. To this end, he strives to help them capitalize on the full range of resources at their disposal: forward-thinking ideas, intensive research, time-sensitive opportunities, and seamless technology. A natural problem-solver, he is energized by the ability to dive into challenges, resolve issues, and help clients take positive action toward the lives they envision for themselves and their loved ones.
Jared has earned national recognition as a Financial Advisor. Forbes magazine has named him one of the “Best-in-State Wealth Advisors” in 2018 and 2019*. He was named one of “America's Top Next-Generation Wealth Advisors” in 2017 and 2018.*
Jared serves as a single source for diverse needs: investments, benefits optimization, wealth transfer strategies, pre- and post-retirement strategies, higher education savings, and access to banking services through Bank of America, N.A., among others. Entrepreneurial by nature, he understands the challenges and concerns of private business owners and medical professionals, uncovering ideas to streamline the intersection of their personal and professional finances. Empathetic and discreet, he is honored to help clients at critical moments in their lives, both joyful and sorrowful, supporting them with a level of care that testifies to his heart and commitment.
Jared has worked at Merrill Lynch since 2011. Previously, he served as a Financial Advisor and District Manager for Ameriprise. He earned his Bachelor’s degree in Business Administration from Kansas State University and holds the Certified Private Wealth Advisor® (CPWA®) designation.
Jared enjoys giving back to his community through various other charitable organizations including Caritas Clinics, Kansas State University Foundation, Junior Achievement, and Catholic Charities of Northeast Kansas. He is the former president of the Financial Planning Association of Kansas City and a current board member for the Personal Financial Planning Program at Kansas State University, where he also serves as a guest lecturer.
A boating enthusiast, he enjoys spending time on the lake with friends and family. His hobbies also include golfing, restoring classic cars, listening to music, staying fit, and traveling.
Kansas State University
Forbes' "America's Top Millennial Advisors"
Forbes' "America's Top State-by-State Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #505779
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.