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Jared Oates is listed as Associate Advisor at Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at trnty.edu and a matched LinkedIn profile for Jared Oates.
Jared Oates previously worked as Associate Financial Advisor at Savant Wealth Management and Student President at Trinity Christian College. Jared Oates holds Finance, Marketing from Trinity Christian College.
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I am a graduate from Trinity Christian College with a degree in Finance learning all I can about about Wealth Management industry. I graduated with cumulative grade point average of 3.9 which reflects the time and effort I put into my school work. I look to bring that same effort into my profession with Savant Wealth Management and bring as much value as I can to my team in Naperville IL. Now that I have begun my position as an associate advisor am currently pursuing the series 65 license and will continue to work towards getting my CFP (Certified Financial Planner) designation shortly after. My passion for wealth management has displayed itself through my employment as a summer intern in 2022 with Chicago Partners Wealth Advisors and now a obtaining the position of an associate advisor with Savant Wealth Management. I look forward to using my skills and knowledge in the wealth management industry to help people and build secure financial futures. Outside of my professional career I am a former collegiate basketball player who still relishes the opportunity to play the game in various leagues. I also throughly enjoy weight lifting and fitness along with playing multiple instruments including piano, guitar, and ukelele.
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Naperville, Illinois, United States
Works closely with team members to provide support to clients and prospects while assisting in preparation and presentation of financial plans. There will be pursuit of the series 65 license and CFP designation while gaining experience is clients services and financial planning.
United States
Community Alliance Program - Providing micro internships to college students for underprivileged businesses.
United States
Managed a Team of 5 to provide social media consulting to small business in the Palos Heights area.
Monee, Illinois, United States
Palos Heights, Illinois, United States
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Carson Goff
Colleague at Savant Wealth Management
Lancaster, Pennsylvania, United States, United States
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RV
Ronald Vascik Jr Cpa
Colleague at Savant Wealth Management
Dover, Delaware, United States, United States
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JN
Jordan Newland
Colleague at Savant Wealth Management
Detroit Metropolitan Area, United States
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TK
Torin Kasper
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
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JD
Jacob Davenport
Colleague at Savant Wealth Management
Genoa, Illinois, United States, United States
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BP
Benjamin Piper
Colleague at Savant Wealth Management
Greater Rockford Area, United States
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TC
Tony Collins
Colleague at Savant Wealth Management
United States, United States
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JB
Jack Brod
Colleague at Savant Wealth Management
Greater Philadelphia, United States
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AB
Alexandra Brown
Colleague at Savant Wealth Management
Atlanta, Georgia, United States, United States
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BS
Brad Stewart, Cfp®
Colleague at Savant Wealth Management
Freeport, Illinois, United States, United States
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Jared Oates works for Savant Wealth Management.
Jared Oates is listed as Associate Advisor at Savant Wealth Management at Savant Wealth Management.
AeroLeads has found 1 work email signal at @trnty.edu for Jared Oates at Savant Wealth Management.
Jared Oates is based in Greater Chicago Area, United States, United States while working with Savant Wealth Management.
Jared Oates has worked for Savant Wealth Management, Trinity Christian College, Chicago Partners Wealth Advisors, Tcc Consulting, and Rmr Construction.
Jared Oates's colleagues at Savant Wealth Management include Carson Goff, Ronald Vascik Jr Cpa, Jordan Newland, Torin Kasper, and Jacob Davenport.
You can use AeroLeads to view verified contact signals for Jared Oates at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
Jared Oates holds Finance, Marketing from Trinity Christian College.
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