ADVISOR BIO

Jared Elson is an Investment Advisor Representative at Authentikos Wealth Advisory LLC, a firm that provides financial planning, portfolio management for individuals, and selection of other advisors. Jared has been working in the industry since 2009 and has a Series 65 license. Jared also owns Authentikos Financial & Insurance Services, LLC, which offers life insurance, annuities, and long-term care insurance. Jared is based in Morgan Hill, California and is registered with the state of California.

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ADVISOR BIO

Jared Loren Kohlenberg is a financial advisor currently registered with Redwood Wealth Management, LLC. Jared is a licensed Investment Advisor Representative (IAR) in Michigan. Previously Jared was registered with Purshe Kaplan Sterling Investments in Albany, New York and Morgan Stanley in Birmingham, Michigan. Jared has worked in the financial industry since 2019 and has a combined total of four product exams and one state exam. Jared specializes in financial planning and portfolio management for individuals.

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ADVISOR BIO

Jared Nolan is an Investment Advisor Representative with Bear Nolan LLC in Los Angeles, CA. Jared is registered with the state of California and has been in the industry since 2013. Jared holds a Series 65 license and has experience in the financial services industry.

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ADVISOR BIO

Jared Hegardt is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jared holds the Series 7, Series 66, and SIE licenses. Jared is a registered investment advisor in both California and Texas. Jared has been in the industry since 2019. Jared has a broad range of specializations. Jared has several other business activities, including serving as an assistant coach for the Freshmen Boys Soccer Team at Cathedral Catholic High School. Jared is also registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Maryland, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, and Washington. Jared's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., manages over $1 trillion in assets.

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ADVISOR BIO

Jared Papin is a financial advisor with UBS Financial Services Inc., registered to offer investment advice in California, Iowa, and Texas. Jared joined UBS Financial Services Inc. in October 2002 and is based in La Jolla, California. Jared has been working in the financial services industry since 2003. Jared has a strong focus on financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Jared Maurice Ines is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jared is licensed to conduct business in multiple states and specializes in various financial planning services. Jared provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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ADVISOR BIO

Jared Ross Marx is a financial advisor with NFP Retirement Inc. Jared has been in the financial services industry since 2016, and has a Series 7, Series 66 and SIE licenses. Jared has also earned the designation of Chartered Financial Analyst. Jared has experience with clients including high net worth individuals, corporations, pension and profit sharing plans and individuals.

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ADVISOR BIO

Jared Michael Poertner is a financial advisor with Assetmark, Inc. based in CONCORD, CA. Jared has been a registered representative for over 11 years and holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination. Jared also has experience with CAPITAL BROKERAGE CORPORATION and EDWARD JONES. Jared Michael Poertner specializes in providing financial advisory services to individuals, investment companies, and pension and profit-sharing plans. Jared is also a Regional Consultant for Assetmark, Inc.

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ADVISOR BIO

Jared Alexander Triplett is a registered representative with J.p. Morgan Securities LLC, located in Encino, California. Jared has been in the financial industry since October 2023. Jared holds Series 63, Series 6TO, and SIE licenses. Jared's specializations include: Retirement Planning, College Savings, Estate Planning, Long-Term Care, and Insurance.

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ADVISOR BIO

Jared McNally is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Francisco, CA. Jared has been in the financial industry since 2022. Prior to his current position, Jared was also employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Jared holds the Series 7TO and SIE licenses and specializes in a range of financial services, including investment management for both individuals and businesses, pension consulting, research reports and services, and selection of other advisors.

SPECIALIZATIONS