Jared Vitztum, CFA

Wealth Advisory Trader
Overland Park, KS
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How I help . . .

I chose my career path because I always enjoyed investing and everything that comes with it. Building portfolios and working with advisors on how to best suit their clients’ needs is very interesting to me. Our goal is to help clients reach their financial goals in the best way we know how. I am constantly learning about new strategies, ways to build portfolios, and stocks to invest in. I enjoy the day-to-day life and how it challenges me to keep learning.

MEET JARED
"Hi everyone! I am interested in investments, building portfolios, and helping clients reach their financial goals. In my free time, I love to travel, go to Chiefs games and hang out with my dog, Percy!"
What does above+beyond mean to you?
It means doing whatever it takes to enhance the client and coworker experience. My goal is to make everyone around me better through my attitude and the way I approach my job. I’ll always keep in mind the client and their goals while working towards assisting them in the best way.
What is your favorite restaurant and why?
Fogo de Chão, they offer an unlimited supply of chicken, steak, and seafood!
What is your favorite food?
Steak
What type of sports are you good at?
Basketball
What are you most proud of and why?
I am most proud of completing the requirements to become a Chartered Financial Analyst (CFA). There are three exams, each taking about a year, so I’m proud of dedicating myself and being disciplined to study and earn the designation.

Life Outside the Office


Hobbies & Interests

  • Basketball
  • Sand Volleyball
  • Attending Sporting Events

Frequented Websites

  • YouTube
  • Twitter
  • ESPN

My Professional History


Education

  • Fort Hays State University
    • Bachelor’s in Finance and an MBA

Work Highlights

  • Joined the Firm: 2022
  • Year entered into Accounting: 2022

Designations

  • Chartered Financial Analyst (CFA)

MY SERVICE SPECIALTIES