CEO / Personal Wealth Advisor / Investment Committee Member / Co-Founder

Jared has over 20 years of financial industry experience.  Jared began his career at Fidelity Investments in 1996 and in just a few years became a Senior Financial Representative, managing client relationships and $350 million in investment assets.  Jared continued to work with affluent clients when his career took him to Goldman Sachs as a Wealth Management Associate.  At Goldman, Jared’s additional responsibilities included preservation of wealth strategies, advising on concentrated positions, and managing employees.  Following his time at Goldman Sachs, Jared spent several years at Charles Schwab & Co. as a Vice President, financial consultant and private client consultant managing a practice of over $700 Million in assets.  In 2012, Jared transitioned to the independent advisor world when he joined Guardian Wealth Management as a partner before moving on to Creative Planning as a Private Wealth Manager.  As an independent advisor, Jared was able to do what he does best, and loves to do; develop a deeper, and more exclusive relationship with his clients and helping them achieve their financial goals. Jared took that same client focus and love for his job to his role as wealth advisor and co-founder of Narus Financial PartnersIn addition to taking care of clients, at Narus Jared is also responsible for implementing an options strategy on over  $20 million in client assets, largely to created additional income, but to also protect concentrated positions.  

Education and Certificates

  • Bachelor of Science Degree in Finance from Westminster College, graduating Cum Laude.
  • Master of Business Administration, University of Utah
  • Certified Wealth Strategist (CWS®)
  • Accredited Asset Management Specialist (AAMS®)
  • Candidate for the Certified Financial Planner ™ designation.

The Personal Side

In addition to his professional career, Jared and his wife Christina have a daughter in college, and two sons in High School. Jared and his family volunteer and participate in several areas of the community such as his local church, the Boy Scouts of America, and the Festival of Trees.  Jared has been a scoutmaster and has coached both of his sons in baseball, football, soccer, and wrestling.  Jared and his wife Christina live just north of Salt Lake City near the foothills of the Wasatch Mountains. As a family they enjoy skiing, fishing, camping, hiking and exploring new adventures together. 

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