Jared is a Certified Financial Planner (CFP®) and is responsible for leading the financial planning division at Broadleaf Partners. In addition, he provides support in the operation, marketing and development of the Firm’s Core Portfolio Services. Jared joined Broadleaf Partners in 2021, and has worked in the financial services industry since 2018.
Background
He is a graduate of The Fisher College of Business at The Ohio State University with his B.S.B.A in Finance. He is also actively involved with the Akron Community Foundation, serving on both the Professional Advisor Council (PAC) and Young Professional Advisor Council (YPAC). Jared resides in Cuyahoga Falls with his wife, Jamie, and their two pets.