As vice president of Mercadien Asset Management, Jared works closely with clients in the preparation of financial plans, serves as the firm’s head of research, and is a member of the investment management committee, which develops Mercadien’s investment outlook.
He is a Certified Financial Planner with a broad knowledge of financial matters – including investments, insurance, taxes, and estate and retirement planning – and works with clients to help them better understand, assess, and plan for their financial futures. He also spearheads the firm’s economic and portfolio management research efforts, which are central in the development and monitoring of client investment portfolios.
Jared graduated summa cum laude from The College of New Jersey with a B.S. in accounting. He became a Certified Financial Planner practitioner in 2010, and is a member of the Financial Planning Association. He resides in Robbinsville, New Jersey with his wife, Melissa, and their dogs, Maddie & Murphy.