Jared Johnson
Vice President, Advisor at Ep Wealth Advisors
Based in Keller, United States
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Seniority
Vp
Department
General Business & Management
Location
Keller
Industry
Financial Services
Company size
574
Contact information
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j•••••••@epwealth.com
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Background
About Jared Johnson
Jared Johnson has over a decade of wealth management experience with an expertise in servicing affluent clients. Jared specializes in customized portfolio management, retirement income planning, and trust services. Prior to joining Baker Ave’s Dallas office, Jared served as a Private Client representative at TD Ameritrade focusing on all aspects and of wealth management including trading strategies and risk management for high net worth clients. Jared began his career in the financial industry with Bank of America, N.A, where he was promoted to the Vice President level before transitioning to a position as investment advisor with Banc of America Investments. Jared holds a Bachelors of Business Administration from the University of North Dakota and earned his Certified Financial Planner (CFP) designation in 2019
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