Financial Advisor at SunTrust Investment Services, Inc.
Industry
Finance / Banking / Insurance
About
Jared Roaten is a Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 14 years of retirement planning, and investment management experience. Jared has earned the professional designation of CRPC庐, Chartered Retirement Planning Counselor, and is a graduate of the University of Tennessee and Union University.
Jared's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He a...
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
