Jared Franceus has over 6 years in the financial services industry and joined Summit Financial Advisors in February of 2018. His specialties include client acquisition, risk management strategies, and financial planning. Jared is currently working on his series 7 investment license and will be obtaining the CFP® (Certified Financial Planner®) certification. Jared is passionate about his role with Summit Financial Advisors and is excited to grow with the firm and be a part of its bright future.
Jared’s career in the financial services industry began with Capital One Bank back in 2011, working with credit card banking and loan clients. After a year and a half in this role, he was promoted to a supervisory role, and along with several peers, provided support for a team of 475+ Capital One representatives. Jared brought to his team strong communication skills, outside of the box thinking, and a high level of care for clients, that extended to his team members as well. Jared received multiple awards for service and client experience recognition in 2015. When the office relocated, Jared joined Northwestern Mutual in early 2017, a financial planning and life insurance firm. He was the number two top performing rep of his but left to accept an exciting opportunity with Summit Financial Advisors in 2018.
Jared attended Portland Community College during high school and was enrolled in the early college program and focused on business management and economics. To date, he has volunteered with Habitat for Humanity, Friends of Trees, and Monty Roberts Horse foundation. Jared and his wife Suzanne have been married for 4 years and live in Gresham, or with their daughter Evelyn. They are avid outdoor enthusiasts and enjoy hiking and photographing beautiful locations that the Pacific Northwest has to offer.
Summit Financial Advisors, Inc.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Summit Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated. Licensed in CA, CO, MN, OK, OR, WA.