JARED BURNS

Jared is a graduate of SUNY Plattsburgh and holds a Bachelor’s degree in Finance with a minor in Accounting. Post graduation, Jared spent time working in the Mutual Fund industry with a custodian bank in Boston, MA, and then moved back to the area in 2011. After building a highly successful photography business, he was excited at the opportunity to put his experience to use and continue his career in finance, and joined the practice in 2016.

Jared holds a Series 7 - General Securities Representative through LPL Financial, and Series 66 - Uniform Combined State Law through LPL Financial. As a Partner here, Jared works hand-in-hand with clients to help them prepare for retirement, manage their wealth, and pursue their financial and personal goals. 

Jared remains very active in our local community. He stays involved, serving as a Rotarian, Youth Lacrosse Coach and has served on many boards including Lake Forest Senior Living and the Senior Citizens Council of Clinton County.