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Jared Johnson

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Jared Johnson

manager trainee | EP Wealth Advisors

Texas, Keller, United States

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Jared Johnson

Summary

Jared Johnson is a seasoned financial professional with over a decade of experience in wealth management, focusing on affluent clients. As the Vice President and Advisor at EP Wealth Advisors, he excels in portfolio management, retirement income planning, and trust services. His career began at Bank of America, where he quickly ascended to Vice President before moving to TD Ameritrade as an Investment Consultant. Jared's expertise spans trading strategies, risk management, and business administration, making him a trusted advisor in the financial sector. He holds a Bachelor's degree in Business Administration from the University of North Dakota and earned his Certified Financial Planner (CFP) designation in 2019. Jared's approach is characterized by a commitment to protecting client wealth in volatile markets, showcasing his strategic foresight. His leadership experience and adaptability in various financial roles underscore his capability to navigate complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jared Johnson

Work Experience

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Vice President, Advisor at

EP Wealth Advisors

June 2023 - Present

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Jared Johnson

Education

University of North Dakota, BBA, Management

January 1996 - January 2001

Frequently Asked Questions about Jared Johnson

What is Jared Johnson email address?

Jared Johnson's primary email address is ********@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jared Johnson work for?

Jared Johnson is a manager trainee at EP Wealth Advisors.

Where Jared Johnson graduated from?

Jared Johnson holds a degree in null from University of North Dakota.

How can I directly contact Jared Johnson?

To contact Jared Johnson directly, you can use the email address ********@epwealth.com. Complete contact information is available upon registration with Muraena.

Who is Jared Johnson?

Jared Johnson is a seasoned financial professional with over a decade of experience in wealth management, focusing on affluent clients. As the Vice President and Advisor at EP Wealth Advisors, he excels in portfolio management, retirement income planning, and trust services. His career began at Bank of America, where he quickly ascended to Vice President before moving to TD Ameritrade as an Investment Consultant. Jared's expertise spans trading strategies, risk management, and business administration, making him a trusted advisor in the financial sector. He holds a Bachelor's degree in Business Administration from the University of North Dakota and earned his Certified Financial Planner (CFP) designation in 2019. Jared's approach is characterized by a commitment to protecting client wealth in volatile markets, showcasing his strategic foresight. His leadership experience and adaptability in various financial roles underscore his capability to navigate complex financial landscapes.

Jared`s contact details

mail

********@epwealth.com

*************@fidelity.com

**@bakerave.com

Colleagues

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Sean Cartin

Financial Analyst

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Clay Zachry

Senior Financial Advisor

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Dan Federman

Vice President

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Kristie A Garrett

Business Development Manager

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Trevor Bush

Employee

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Stephanie Richman

Institutional Equity Sales

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David Devita

Internship

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Megan Carden

Summer Internship

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Clint Camua

Financial Advisor

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Cody Wickham

Assistant Superintendent

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