Jared R. Fischer, CRPC®, is a seasoned financial services executive with more than two decades of experience spanning structured products, fixed income markets, wealth management, and institutional client relationships. He brings a rare combination of deep technical investment expertise, strong leadership capabilities, and a relationship-driven advisory approach.
Jared holds his FINRA Series 24 supervisory license, positioning him as a designated principal responsible for overseeing key compliance and supervisory functions, including the approval of trades, new accounts, and advisor activity. His background supporting financial advisors and managing supervisory requirements strengthens Fortuna Wealth’s operational and regulatory infrastructure as the firm continues to grow.
As Chief Operating Officer of Fortuna Wealth, Jared will help lead firm-wide operations, advisor support, and strategic execution across the organization. In addition to his executive responsibilities, he will also work directly with clients as a financial advisor, providing comprehensive planning, investment guidance, and institutional-caliber market insight.
Jared holds a Bachelor of Science in Business Administration from the University of Delaware and a Certificate in Financial Planning from New York University. He is a Chartered Retirement Planning Consultant® (CRPC®) and holds FINRA Series 7, 63, and 24 licenses. Known for his strategic mindset and ability to translate complex financial concepts into actionable guidance, Jared brings leadership, supervisory strength, and investment expertise to every aspect of the Fortuna platform.
Jared is a native of New Yorker and moved down to Florida in 2014. He loves spending time with his two sons playing Ice Hockey and Baseball. He also squeezes in a round of golf or a run when he’s not spending time with his amazing wife, Kimberly.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.