Jared Stricklin,
CFA®
Managing Director
Developing and articulating investment plans designed to help high-net-worth families and individuals pursue their objectives. Whether planning for retirement, funding children’s education, or transferring wealth to heirs, Jared approaches each client with a blank sheet of paper - understanding their goals and objectives and structuring their investments to pursue them.
His ability to simplify complex problems and efficiently articulate strategies to help clients plan for them is evidence of his focus and determination as an investment manager.
Jared is also a Chartered Financial Analyst®, one of the world’s most respected and recognized investment designations, showing experience in high-level, specialized asset management responsibilities, including investment analysis, portfolio management, and business reporting.
Certifications // Chartered Financial Analyst®, Series 7, 63, & 65 security licenses
Education // Bachelor of Business Administration in Economics – Graceland University, Master of Science in Finance - University of Missouri, Kansas City
Interests // Watching and managing wildlife, church, keeping up with basketball, and spending time with his wife and two daughters
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
- 11551 Ash Street, Suite 250 Leawood, KS 66211-7815
- 833.961.2944
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