Jared Poertner
Regional Consultant at AssetMark
- Role
- Regional Consultant at AssetMark
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jared Poertner
With close to 15 years of experience in financial services - including 13 years consulting independent financial professionals - I specialize in helping advisors think strategically about growth, scale, and client experience. My approach combines deep industry insight with hands-on partnership to implement meaningful improvements that drive both business results and deeper client relationships. I don’t just offer investment solutions - I help advisors lead their firms into the next phase of success.
Experience
Regional Consultant
Dec 2019 — Present · Chicago, IL, US
Education
Indiana University Bloomington
Bachelor's Degree
2005 — 2009
Skills
- Series 7
- Education Funding
- Series 63
- Investment Advisory Services
- Investments
- Wealth Management
- Retirement Planning
- • Illinois Life Insurance/Annuity Licensed
- Investment Advisory
- Series 66
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