Broker Check
Jared B. Weinerman

Jared B. Weinerman

Financial Planner, Partner

Jared and his team empower individuals, families, and business owners to make informed decisions with their money. Using a comprehensive planning process, Jared defines personal objectives, develops customized solutions, and recommends reliable strategies to impact the financial security of his clients.

His specializations include investment allocation, insurance analysis, estate planning strategies, and tax reduction opportunity.

As a second-generation financial planner, Jared follows in the footsteps of his father, Rick who has over 35 years of experience in the industry. Growing up, he was inspired by the impact his father made on his community by helping others. Jared strives to make a significant difference in people’s lives by building long-term relationships and keeping his clients’ best interests first.

In 2022, Jared was one of 14 participants chosen to attend Lincoln Financial Advisor’s Vice President’s Seminar. He is a participant in the “invite-only” High Net Worth Planning Meeting as one of ten “up and comers.” As a member of the Legacy program, Jared takes part in The Resource Group, an "invite-only" study group at Lincoln for the top financial planners in the company.

Jared is currently working towards CFP® certification. He holds the Series 7 and 66 registrations, and is licensed to provide life and health insurance planning and products. He is a graduate of the University of Michigan and resides in Bloomfield Hills, Michigan with his wife Amy. Jared prioritizes giving back to others and is a frequent speaker to alumni groups and professional organizations around the country. He is also an active traveler who has visited 33 countries around the world. In his free time, he enjoys analyzing sports data and innovative technology trends.