Jared’s journey in financial services began in 2005 at UBS Financial Services, where he started as an investment analyst in Weehawken, NJ, constructing portfolios and supporting advisors nationwide on managed account platforms. In 2009, he transitioned into client-facing work as a financial advisor, driven by a desire to work directly with people and help them navigate life’s financial decisions in a personal, strategic, and confident way.
Over the next decade-plus, Jared gained deep experience leading and collaborating with established practices, including serving as President and Managing Partner of a respected, 60-year-old firm in Southbury, Connecticut. While these roles provided invaluable perspective, he increasingly recognized the limitations of trying to retrofit modern strategies, sophisticated technology, and holistic planning into legacy systems built on outdated foundations.
This realization inspired Jared to start fresh. Rather than adapting to existing chassis, he founded True Compass Advisors from the ground up—designing purpose-built systems that integrate robust technology with comprehensive services. His vision: to democratize the sophisticated, coordinated approach typically reserved for ultra-high-net-worth families, making it accessible, approachable, and genuinely beneficial for the retail public.
At True Compass Advisors, Jared leads with the same core philosophy he’s carried throughout his career: treat every client’s situation as if it were his own or that of a close family member—honestly, thoughtfully, and always with their best interests at heart. His mission is for clients value him not just as an advisor, but as a dedicated partner and friend—someone who is genuinely accessible, proactive, and committed to making complex topics feel clear and manageable.
A graduate of the University of Vermont, Jared also earned a master’s degree through a co-sponsored program at the University of Connecticut and University of Vermont. Outside the office, he cherishes time with his family of four, watching them grow while creating memories together. Whether traveling, socializing with friends, cheering at a game, or simply enjoying good conversation with friends, Jared believes life—like financial planning—is ultimately about the people you share it with.
With more than 20 years of experience, Jared continues to build a reputation as genuine, relatable, and deeply committed. At True Compass Advisors, he invites clients to experience a new standard of wealth management—one that aligns modern approaches with timeless, client-first principles.