Dallas, Texas Office
-
Jared Johnson had over 20 years of experience in the financial services industry before joining EP Wealth Advisors. Jared’s previous roles include working for Bank of America Investments, Fidelity Investments, and leading a team of advisors at TD Ameritrade. He then partnered with a nationwide registered investment firm where he managed $400 Million in assets for over a decade as an Associate Director.
-
Jared enjoys working directly with individuals, families, and business owners to manage their wealth and align their financial resources with the client's priorities in mind. Jared’s strengths include wealth management options that provide one-on-one planning to improve financial decision making and long-term stability for his clients.
-
Jared received his B.A. in management from the University of North Dakota, also achieving his Certified Financial Planner (CFP®) designation.
-
Jared enjoys spending time with his family - either on the glass at the Dallas Stars Elite Hockey Club to watch his son Charlie, in the stands cheering on his Dallas Stars, or from the side of an arena while his wife, Meg, shows her horse. Jared is a member of the Rotary Club where he works with programs to support meals for local school children in need.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Wondering how you’re going to split...
Dividing debts in a divorce can be a...
Money is a common source of contention...
Who suffers the most financially in a...