Jared M. Hopkins
Wealth Management Advisor at TIAA
- Role
- Wealth Management Advisor at TIAA
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Jared M. Hopkins
Jared Hopkins has extensive experience and education in helping clients plan and achieve their investment goals. His MBA and CFP provide a strong foundation for portfolio management and the depth of knowledge to choose the right strategy to meet each client\'s individual needs. Jared began his career in 1996 and for 12 years was a Portfolio Consultant for Schwab Private Client managing over $300 million in assets for 200 families. He is passionate about educating investors and has spoken at several national symposiums in addition to hosting numerous educational webinars. The father of four boys, Jared is active in church and community.Specialties: Portfolio Management, Risk Budgeting, Financial Planning, Retirement Planning, Insurance Planning, Company Sponsored Retirement Plans
Experience
Wealth Management Advisor
Sep 2014 — Present · Oklahoma City, OK, US
Education
Certified Financial Planner Board of Standards
CFP
2010
University of Phoenix
BS, Business Administration
1999 — 2001
University of Phoenix
MBA, Business
2007
Skills
- Wealth
- Asset Management
- Portfolio Management
- Retirement Planning
- Financial Planners
- Financial Modeling
- Social Security Planning
- Company Sponsored Retirement Plans
- Financial Analysis
- Social Security
- Series 7
- Investments
- Financial Advisory
- Multi-Generational Wealth Transfer
- Strategic Financial Planning
- Investment Strategies
- Series 63
- Investment Management
- Financial Planning
- Indexed Annuities
- Certified Financial Planner
- Life Insurance
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.