Jared embarked on his career with a clear goal: to immerse himself in the world of money management and investments, a passion that has been with him since his teenage years.

Jared is known for his dedication and ability to connect with clients on a personal level, helping them achieve their financial goals with confidence and ease. After studying economics and business administration at Worcester State University, Jared found his place at Dale A. Frank Financial Group in March 2022. Here, his enthusiasm for the financial sector flourished, leading him to passing his Series 65 exam and becoming an investment adviser representative in 2023.

Jared focuses on providing advice on publicly traded equities, where he leverages his knowledge to assist clients in navigating the complexities of the market. His commitment to continuous learning and making a significant impact on his clients’ financial well-being is what drives him daily.

Jared resides in Ware, Massachusetts, with his wife Julia and their daughter. Outside of his professional life, Jared is an avid weightlifter, hiker, investor and cook, always seeking new challenges and ways to enrich his life.