Jared Weinerman

Financial Planner

Jared empowers individuals, families, and business owners to make informed decisions with their money. Using a comprehensive planning process, Jared helps to define personal objectives, develop customized solutions, and implement reliable strategies for achieving financial security. His specializations include investment allocation, insurance analysis, estate planning strategies, and tax reduction strategies.

As a second-generation financial planner, Jared follows in the footsteps of his father, who has over 35 years of experience in the industry. Growing up, Jared was inspired by his father’s impact in helping others.

Jared strives to make a significant difference in people’s lives by building long-term relationships and keeping his clients’ best interests at heart. Jared is currently working towards CFP® certification, holds Series 7 and 66 registrations, and is licensed to provide life and health insurance. He is a graduate from the University of Michigan and resides in downtown Chicago. Jared is also an active traveler who has visited 25 countries around the world. In his free time, Jared enjoys analyzing sports data and innovative technology trends.

Phone 773.380.8507