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Jared Johnson
Jared Johnson
manager trainee | EP Wealth Advisors
Texas, Keller, United States
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.
Jared Johnson
Work Experience
Vice President, Advisor at
EP Wealth Advisors
June 2023 - Present
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
********@epwealth.com
*************@fidelity.com
**@bakerave.com
Colleagues
Financial Analyst
Senior Financial Advisor
Vice President
Business Development Manager
Employee
Institutional Equity Sales
Internship
Summer Internship
Financial Advisor
Assistant Superintendent