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Jared Smith
Financial Advisor

Jared joined Crux Wealth Advisors, in 2021 as a Financial Advisor. As one of our team’s advisors, Jared is driven by the success of his clients. He is motivated by working through the financial planning and goal-setting processes because of the lasting effects on his client’s future. He takes his responsibilities seriously and makes it a priority to help protect and grow his clients' wealth by creating customized strategies.

A trusted advisor is essential for guidance and continued support in an industry that some view as complicated and overwhelming. Jared’s approach to the financial planning process avoids an intimidating experience. Instead, he guides clients through an authentic, honest, and individualized experience. Jared enjoys problem-solving and aims to clarify how investments allow his clients to achieve what matters most to them through efficient planning to achieve their short- and long-term goals, especially those related to retirement.

Jared draws from his previous experiences when providing customized service and guidance to his clients. He began his career with HSBC Bank as a Premier Relationship Manager, was a Financial Consultant with M&T Securities, and a Financial Advisor with Key Investment Services. Jared graduated from Canisius College with a bachelor’s degree in Management & Marketing.

Jared Smith

I’ve lived in the Western New York area my whole life and reside outside of Buffalo, NY in rural area of Pembroke. My primary focus in life is my family, and I prioritize spending quality time together as often as possible. My wife, Stephanie, and I have known each other since high school, and were married in 2012. We became proud parents to our daughter, Jordyn, in 2017. Our lives are focused on experiencing life with Jordyn as she grows. We love to travel, spend time outdoors whenever possible, and enjoy all that the Western New York area has to offer.

My passions outside of work are centered around enjoying the perks of living in a quiet rural area, such as vegetable gardening, homebrewing craft beer, grilling and smoking great food, and hosting gatherings for our family and friends. Much of my personal time is focused on enjoying life with those close to me. I am very blessed to have wonderful family and friends, as well as a career, that I love.

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