Experience

Irongate Capital Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Equity Partner

  • Oct 2020 - Present

  As a CERTIFIED FINANCIAL PLANNER™ Professional, Jared focuses on financial planning and investment advisory services for families, owners of privately held corporations and qualified retirement plans. Through a consultative process, he helps clients address their biggest concerns: growing and preserving their wealth, retirement, mitigating taxes, and taking care of their heirs. Areas of focus include private client financial & retirement planning, cash flow modeling and retirement income strategies, investment selection and portfolio management, tax strategies*, 401k and other workplace retirement plans, and risk management. In addition to obtaining his CFP® certification, he also earned the AIF® Accredited Investment Fiduciary® certification, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process. He also holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating his expertise, experience and commitment to working with retirement plans. Jared is a graduate of the R.B. Pamplin College of Business at Virginia Tech. He earned a degree in Finance with a focus on Financial Planning through a CFP® Board Registered Certification Program. During his time there he also participated in the Leadership Program. *Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Irongate Capital Advisors is independently owned and operated. Show less



Virginia Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Aug 2009 - Present

  Financial Planning and Investment Advisory services for businesses & retirees. Financial Planning and Investment Advisory services for businesses & retirees.



Virginia Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jun 2008 - Aug 2008