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.

 

 

Favorite Food(s):

Peanut Butter, Oatmeal, Chicken Souvlaki

Favorite Quote:

“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.” – Derek Jeter

Favorite Holiday:

Thanksgiving

Favorite Book:

The Intelligent Investor by Benjamin Graham

Favorite Movie(s):

Wedding Crashers, The Godfather

Favorite Teams:

Yankees, Islanders, Jets

What Motivates Jared:

His family

Place he would most like to visit:

Greece