![Jared Daniel Stubbs](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jared Daniel Stubbs
Directeur Général chez
Narus Financial Partners LLC
Profil
Mr. Jared D.
Stubbs is a Chief Financial Officer & Co-Founder at Narus Financial Partners LLC.
Mr. Stubbs began his career at Fidelity Investments in 1996 and in just a few years became a Senior Financial Representative, managing client relationships and $350 million in investment assets.
He continued to work with affluent clients when his career took him to Goldman Sachs as a Wealth Management Associate.
At Goldman, his additional responsibilities included preservation of wealth strategies, advising on concentrated positions, and managing employees.
Following his time at Goldman Sachs, Mr. Stubbs spent several years at Charles Schwab & Co. as a Vice President, financial consultant and private client consultant managing a practice of over $700 Million in assets.
In 2012, he transitioned to the independent advisor world when he joined Guardian Wealth Management as a partner before moving on to Creative Planning as a Private Wealth Manager.
He received his Bachelor of Science Degree in Finance from Westminster College, graduating Cum Laude and a Master of Business Administration from University of Utah.
He has a Certified Wealth Strategist (CWS) and an Accredited Asset Management Specialist (AAMS) designations.
Postes actifs de Jared Daniel Stubbs
| Sociétés | Poste | Début |
|---|---|---|
Narus Financial Partners LLC
 Narus Financial Partners LLC Investment ManagersFinance Narus creates a portfolio based on the client’s financial situation, investment objectives and risk tolerance. The firm focuses on time-tested and award-winning concepts of asset allocation and diversification. | Directeur Général | 01/10/2014 |
Anciens postes connus de Jared Daniel Stubbs
| Sociétés | Poste | Fin |
|---|---|---|
Guardian Wealth Management
 Guardian Wealth Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 30/06/2013 |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2011 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2003 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jared Daniel Stubbs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Westminster College (Missouri)
 Westminster College (Missouri) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
Guardian Wealth Management
Guardian Wealth Management Investment ManagersFinance Provides investment advice | Finance |
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus creates a portfolio based on the client’s financial situation, investment objectives and risk tolerance. The firm focuses on time-tested and award-winning concepts of asset allocation and diversification. | Finance |
