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. He was quickly promoted to a supervisory due to his strong communication skills, outside the box thinking, and high level of client care. He received multiple awards for service and client experience recognition. When the office relocated, he joined Northwestern Mutual in early 2017, a financial planning and life insurance firm where he excelled to second in his class. Jared joined the family business, Summit Financial Advisors in 2018.
Jared attended Portland Community College during high school, and was enrolled in the early college program, where he focused on business management and economics. His community involvement has included volunteering for Habitat for Humanity, Friends of Trees, and Monty Roberts Horse foundation. Jared and his wife Suzanne have been married for 4 years and have one daughter, Evelyn. They are outdoor enthusiasts and enjoy hiking and photography.
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.