BS Finance & Marketing '03; MBA '06
With more than 15 years of experience in portfolio management, financial planning and branch administration, Jared is First Vice President and Portfolio Management Director for The Lighthouse Wealth Management Group. He serves as the team’s lead portfolio manager, combining an in-depth knowledge of fixed income and equities with a highly personalized approach to assist clients in developing customized and comprehensive strategies that address their specific needs.
Over the years, Jared has earned the reputation of truly understanding his clients. He listens carefully to their unique goals and circumstances, working diligently to help them achieve their specific financial objectives and leave the legacy they desire.
With extensive experience in fixed income investing, Jared believes in applying a disciplined approach to portfolio management that strives to maximize predictability. What’s more, he takes pride in his ability to take complex financial concepts and effectively communicate them to his clients through knowledge and enthusiasm for the capital markets.
Jared graduated from Florida State University with a B.S. in Finance, B.S. in Marketing and M.B.A. He now serves as an advisor to the College of Business’ graduate programs. He and his wife, Jenifer, and their three children live in Ponte Vedra. In his free time, Jared enjoys basketball, FSU and NY Giant football and spending time with his family on the beach.
