Meet Jared

Jared joined our team in October 2018 as an intern. He graduated with a bachelor’s degree in Business Administration from Ramapo College of New Jersey in 2020. At TFG, he works with Debbie and Rob on special projects, including distribution planning analysis and Roth conversion reviews and analysis. He also utilizes special software to analyze the risk of client portfolios as well as help with client on boarding. Jared holds his series 7, 65 and 63 registrations and holds his Life, Health and Accident Insurance licenses through the State of New Jersey.