CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration†
Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. Jared was recently featured as a Five Star Wealth Manager under 40 in Fortune magazine. He and his wife Lauren are passionate about fitness and, along with daughter Maisie, enjoy staying active as a family.
- BS, University of South Florida
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2019, 2021)2
The Knowles Financial Advisory team is located in our Tampa, FL office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. 2Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers to not pay a fee to be considered or placed on the final list of 2019 or 2021 FIVE STAR Wealth Managers. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.