Jared Allen strives to improve the financial well-being of his clients by creating financial strategies, which provide clients with a variety of options to help reach their individual goals.
As a financial advisor with Edward Jones, Jared helps individuals and families create wealth preservation strategies for their financial future. He helps clients simplify their financial lives by bringing clarity to them about investments they own, fees they pay and how interest rates on debt and taxes on investments can make a difference in their life.
Jared focuses on two phases of investing: accumulation and distribution. He works closely with clients to develop strategies that help maximize the accumulation phase with an appropriate level of risk and as they approach the distribution phase, strategies designed to help distribute the assets in the most efficient manner. Whether the outcome is education funding, deriving income during retirement or preserving and passing a long a legacy, Jared can provide strategies to help achieve these goals.
Jared is passionate about working with individuals who value a personal relationship with a local financial advisor. Since he returned to his hometown and joined Edward Jones in 2013, he has been helping clients understand their options . Jared has earned the Accredited Asset Management Specialist (AAMS) designation which includes an in depth study of investments and insurance, tax, retirement, estate considerations and many other financial considerations. He graduated from Manchester University, earning a B.A. in Accounting and a B.A. in Finance.
Born and raised in Havre de Grace, Jared is active in the community and is truly dedicated to improving the lives of others. He has served on the board of the Academy of Finance at Edgewood High School and on the board of Breathe 379, an organization with a desire to serve the community. He is also a member of the Susquehanna Lodge #130 AF&AM.
You can connect with Jared on LinkedIn or by calling his office (410-939-1621) at 1039a Pulaski Hwy, Havre De Grace, MD 21078 (click for directions) for a free consultation.