Jared Daniel Stubbs
Algemeen Directeur bij Narus Financial Partners LLC
Profiel
Mr. Jared D.
Stubbs is a Chief Executive Officer, Personal Wealth Advisor, Investment Committee Member & Co-Founder at Narus Financial Partners LLC.
As an independent advisor, he was able to develop a deeper, and more exclusive relationship with his clients and helping them achieve financial goals.
In addition, Mr. Stubbs is also responsible for implementing an options strategy on over $20 million in client assets, largely to created additional income, but to also protect concentrated positions.
He has over 20 years of financial industry experience.
Mr. Stubbs began his career at Fidelity Investments in 1996 and in just a few years became a Senior Financial Representative, managing client relationships and $350 million in investment assets.
He continued to work with affluent clients when his career took him to Goldman Sachs as a Wealth Management Associate.
At Goldman, his additional responsibilities included preservation of wealth strategies, advising on concentrated positions, and managing employees.
Following his time at Goldman Sachs, Mr. Stubbs spent several years at Charles Schwab & Co. as a Vice President, financial consultant and private client consultant managing a practice of over $700 Million in assets.
In 2012, he transitioned to the independent advisor world when he joined Guardian Wealth Management as a partner before moving on to Creative Planning as a Private Wealth Manager.
He received his Bachelor of Science Degree in Finance from Westminster College, graduating Cum Laude and a Master of Business Administration from University of Utah.
He has a Certified Wealth Strategist (CWS) and an Accredited Asset Management Specialist (AAMS) designations.
Actieve functies van Jared Daniel Stubbs
| Bedrijven | Functie | Begin |
|---|---|---|
Narus Financial Partners LLC
 Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Algemeen Directeur | 01-10-2014 |
Eerdere bekende functies van Jared Daniel Stubbs
| Bedrijven | Functie | Einde |
|---|---|---|
Guardian Wealth Management
 Guardian Wealth Management Investment ManagersFinance Guardian Wealth Management provides investment advice. | Corporate Officer/Principal | 30-06-2013 |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 31-12-2011 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 31-12-2003 |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jared Daniel Stubbs
| University of Utah | Masters Business Admin |
| Westminster College (Missouri) | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 5 |
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Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
Guardian Wealth Management
Guardian Wealth Management Investment ManagersFinance Guardian Wealth Management provides investment advice. | Finance |
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Finance |
