Jared Whittle
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Jared Whittle
As a Chartered Retirement Planning Counselor™ - CRPC™ and Accredited Asset Management Specialist™ - AAMS™, I provide comprehensive investment planning and personalized wealth management solutions for individuals, families, and business owners. A native of Jacksonville, Florida, my mission is to bring clarity to the world of finances, helping my clients implement long-term solutions for building and preserving wealth. I am known for an approachable, personal style to investment planning, focusing on the unique goals and aspirations of every client I serve. My expertise extends beyond traditional asset management to include tax-efficient strategies, estate planning, and philanthropic giving, ensuring that every facet of a client’s financial life is carefully coordinated. I began my career in the financial services industry with a commitment to high-level, professional service. Previously, I was a part of a private wealth management team that oversaw over $1 billion in assets. Leveraging this experience, I help my clients navigate market complexities to realize their most important financial goals. Outside of the office, I am an avid sailor and guitarist. I stay active through regular exercise and enjoy spending quality time with my wife, Christy, our family and friends. This information is intended for use by residents of AL, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, and WI and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Jan 2026 — Present · Jacksonville, FL, US
Education
University of Mobile
Bachelor of Science - BS, Business Administration and Management
2021 — 2023
Palm Beach State College
Associate's degree, Information Technology
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