
Chfc Jared Weinerman
Jared and his team empower individuals, families, and business owners to make informed decisions with their money. Using... | Detroit Metropolitan Area, Detroit Metropolitan Area, United States
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Chfc Jared Weinerman’s Emails ja****@lf****.com
Chfc Jared Weinerman’s Phone Numbers No phone number available.
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Chfc Jared Weinerman’s Location Detroit Metropolitan Area, Detroit Metropolitan Area, United States
Chfc Jared Weinerman’s Expertise Jared and his team empower individuals, families, and business owners to make informed decisions with their money. Using a comprehensive planning process, Jared defines personal objectives, develops customized solutions, and recommends reliable strategies to impact the financial security of his clients. His specializations include investment allocation, insurance analysis, estate planning strategies, and tax reduction opportunity. As a second-generation financial planner, Jared follows in the footsteps of his father, Rick who has over 35 years of experience in the industry. Growing up, he was inspired by the impact his father made on his community by helping others. Jared strives to make a significant difference in people’s lives by building long-term relationships and keeping his clients’ best interests first. In 2022, Jared was one of 14 participants chosen to attend Osaic FA’s Vice President’s Seminar. He is a participant in the “invite-only” High Net Worth Planning Meeting as one of ten “up and comers.” As a member of the Legacy program, Jared takes part in The Resource Group (TRG), an internal invitation-only, nationwide network of the top planners within Osaic FA. Jared is a Chartered Financial Consultant and is currently working towards CFP certification. He holds the Series 7 and 66 registrations, and is licensed to provide life and health insurance planning and products. He is a graduate of the University of Michigan and resides in Bloomfield Hills, Michigan with his wife Amy. Jared prioritizes giving back to others and is a frequent speaker to alumni groups and professional organizations around the country. He is also an active traveler who has visited 33 countries around the world. In his free time, he enjoys analyzing sports data and innovative technology trends.
Chfc Jared Weinerman’s Current Industry Impact Financial Planning
Chfc
Jared Weinerman’s Prior Industry
Star Trax
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Jw Tutoring Services
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Camp Tanuga
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Lincoln Financial
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Detroit Red Wings
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Yost Ice Arena
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Summit Sports
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Helloworld
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Productive Edge
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Shallcross Financial Planning
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Osaic
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Impact Financial Planning
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Work Experience

Impact Financial Planning
Financial Planner, Partner
Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Osaic
Financial Planner
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Shallcross Financial Planning
Financial Planning Manager
Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Productive Edge
Senior Project Manager, Software Delivery Manager
Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Productive Edge
Business Analyst
Wed Oct 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Helloworld
Associate Producer
Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Helloworld
Project Coordinator
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Summit Sports
Marketing Intern
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Yost Ice Arena
Facility Management Intern
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Detroit Red Wings
Community Relations Intern
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Lincoln Financial
Financial Planning Intern
Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Camp Tanuga
Counselor
Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Jw Tutoring Services
Private Tutor and Founder
Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Star Trax
Valet Parker
Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)