Jared Robertson, AAMS
Jared is a Wealth Advisor at W.A. Smith Financial Group. He specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.
Jared is a US Army veteran. He used his GI Bill to graduate from Cleveland State University with a Bachelor of Arts degree in Economics. He joined the team at W.A. Smith Financial Group in 2020. Jared is an Accredited Asset Management Specialist awarded by the College for Financial Planning. He is also an Investment Advisor Representative of Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.
Jared stays busy with his wife, Keara, daughters Riley and Eliana and two active dogs. When Jared isn’t talking politics or economics, he enjoys running long distances in the Metroparks and golfing at Valleaire Golf Club in Hinckley. He’s also an enthusiastic Cleveland Browns and Ohio State Buckeyes fan.
Get to know Jared
Favorite food: Hibachi
Favorite book: 1984
Place you would most like to visit: Ireland
Best piece of financial advice you’ve ever received: Start by having the right amount of cash. Everything flows from there.