Jared White, RFC
Jared is our Investment Professional / Team Leader and is responsible for assisting in the construction, maintenance, and review of investment portfolios with clients. Jared carries the Registered Financial Consultant (RFC) designation, and is an Investment Adviser Representative of Kestra Advisory Services, LLC. He has his Series 7 - General Securities Representative Examination, 66 - Uniform Combined State Law Examination, as well as his State life, variable, accident & health insurance licenses. Jared earned his Bachelor’s Degree at the University of Vermont, and obtained his Master’s Degree through a co-sponsored program at University of Vermont and University of Connecticut. He has been in the financial services industry since 2005, and previously worked as an Investment Analyst at UBS Financial Services in Stamford, CT and later as an Investment Specialist/Portfolio Manager at LPL Financial Services in Shelton, CT. Jared lives in Oxford Connecticut with his wife Jen, who is a middle school math teacher, and their son Bradley.