Jared serves as the Client Service Administrator & Executive Assistant at Arise Private Wealth. His role is centered around supporting both the client experience and the day-to-day operations of the firm. Jared works closely with clients on account administration, transfers, reporting, and service requests, while also helping manage operational workflows, scheduling, meeting preparation, and firm initiatives. This position gives him the opportunity to combine relationship management, organization, and problem-solving in a fast-paced and highly collaborative environment.

Prior to joining Arise Private Wealth, Jared served as a Vice President and Investment Consultant at Canterbury Consulting, where he worked with taxable clients and institutions on asset allocation, portfolio construction, and performance reporting. He also served on Canterbury’s Micro-Venture Capital and Fixed Income Asset Class Committees. Earlier in his career, Jared worked as a financial analyst at Tetra Tech, Inc., where he was assigned to the government services group. He received his B.A. in Business Administration with a focus in Management from Concordia University Irvine, where he currently serves as Vice President of the Alumni Board.

Four Fun Facts:

1. I collect stickers from coffee shops I visit whenever they are available!

2. My greatest accomplishment is my family. Marrying my wife and my children ages 14 and 1.5

3. The best advice I have ever received is: “To whom much is given, much is expected.”

4. Outside of spending time with my family, most of my free time is spent cycling throughout South Bay and Orange County.