In his role as an associate wealth advisor, Jared works alongside the wealth advisory teams to support the development of comprehensive financial planning services for his clients.

Jared joined the firm in 2017 as a Wealth Management Co-op and transitioned into the role of Junior Investment Associate, following the end of his internship. Jared has since held several titles within the firm and has over 6 years of industry experience.

Outside of the office, Jared serves as a board member of the Alpaugh Family Economics Center Emerging Leaders Committee at the University of Cincinnati. He currently resides in Pleasant Ridge with his wife and their new puppy.

History at Bartlett

• Joined Bartlett in 2017

Education

• University of Cincinnati, Bachelor of Science in Finance

Certifications and Designations

• CERTIFIED FINANCIAL PLANNER® professional

Boards and Committees

• The Alpaugh Family Economics Center Emerging Leaders, Board Member, since 2024

Community Involvement

• Economics Center StEP Program, Since 2019

Awards & Honors

Cincinnati USA Regional Chamber’s Cincy Next program: Class 9
Cincy Next is an 8-month program for emerging leaders with fewer than 8 years of professional experience to strengthen leadership skills, expand networks, and increase knowledge of self, business, and community. The curriculum for this program includes topics around current regional civic issues, utilizing personality assessments within your teams, and to grow professionally, time management and goal setting techniques, Cincinnati history and future, and more. Candidates must submit an application to be considered for the program. To learn more visit: https://cincinnatichamber.com/leadership-center/cincy-next/