About Jared


I help my clients plan for the future.  I actively expand my network of clients to include business professionals throughout South Florida. I am a Registered Representative of and hold Series 7, 6, 63 and 65 Security Licenses. Additionally, I am pleased to announce that I have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

During college, when I had free time over the summers, I usually worked at my father's offices of Prudential and later Wachovia Securities, where I learned from him. I graduated from the University of Miami in 2003 with a Bachelors degree in Business Administration and a minor degree in Motion Pictures.

I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I am a Member of the Board of Directors for the David Posnack Jewish Community Center. Also, I am a member of the University of Miami Alumni Association, a member of B'Nai Israel, and a volunteer for the American Cancer Society. I am an avid film and basketball fan. Also, I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances".



Financial Planner

Coastal Wealth, a MassMutual Firm

July 2017-Present, Boca Raton, FL


Financial Advisor/ Financial Services Representative

Worked at MetLife
 – June 2016, Plantation, FL



University of Miami - School of Business

Marketing, FinancialMarketing and Motion Pictures (Minor)

Graduated in December 2003 from the University of Miami with a Major in Marketing and Minor in Motion Pictures

Activities and Societies: University of Miami Alumni AssociationDavid Posnack Jewish Community Center Board of DirectorsOrange Bowl CommitteeJewish Federation of Broward County.

Skidmore College


Decided that transferring to University of Miami was the best option for me due to the Business school and the environment.

Hall High School




I am licensed in CO, FL, GA, IL, MA, NC, NY, TX to offer insurance products for individuals as well as businesses. Also, I focus on Retirement Strategies, Business Succession Strategies, Asset Allocation Strategies, Estate Conservation Strategies, Executive benefits, Personal Insurance, Group Benefits.