Jared Stricklin,

Jared develops and articulates investment plans designed to help high-net-worth families and individuals pursue their objectives, whether planning for retirement, funding their children’s educations or transferring wealth to their heirs. “We don’t employ a one-size-fits-all strategy. We approach each client with a blank sheet of paper. Our intention is to first fully understand their goals and objectives and structure their investments to accomplish them,” said Jared.

Jared is a Chartered Financial Analyst®, which is one of the world’s most respected and recognized investment designations. He has expertise in asset-management responsibilities, including investment analysis, portfolio management and business reporting.

Jared joined Raymond James in 2020. Previously in his career, he was a senior vice president and financial advisor at UBS Financial Services, where he spent 10 years. He holds a master’s degree in finance from the University of Missouri, Kansas City. He was among three people who represented North America at the world finals of the 2014 CFA Institute Research Challenge in Singapore. He was recognized as a UBS “Top 35 Under 35” financial advisor in 2018 and 2019*.

Jared is a Kansas City native and lives here today with his wife, Terra, their daughter, Collin, and their Yorkie, Joey. In his free time, Jared enjoys participating in a variety of sports and being actively engaged in his church.

*Top 35 Under 35 is a UBS internal recognition based on age, production statistics and compliance history.