Jared R. Meyer
Jared joined Access in January of 2014. In his role as Investment Support Specialist, Jared assists in the development of Asset Allocation and Equity Trading Models. He is also responsible for the research and implementation of investment opportunities and strategies for our clients. Jared’s analytical skills drive the seamless integration of Financial Planning and Investment Management Solutions for clients of Access.
Prior to joining Access, Jared was a Director of Investments and Portfolio Manager with BMO Harris. He was also an Associate at Associated Trust Company. Jared holds a Series 65 Uniform Securities License and is an Investment Advisor Representative.
Jared graduated from the University of Wisconsin – La Crosse in 2009. He holds a B.S. in Finance and an Economics Minor.
He currently serves on the Board of Directors at Shipbuilders Credit Union and Junior Achievement – Manitowoc. Jared also volunteers through Junior Achievement at local schools to foster work-readiness, entrepreneurship and financial literacy skills.