Meet Jared
Jared is a Wealth Advisor based in Colleyville, Texas. He joined Mercer Advisors in 2023 after serving as a Financial Advisor at Fisher Investmnts since 2021. Jared launched his financial services career in 2017 at The Vanguard Group, first as a Registered Broker and then as a Financial Advisor. Jared is a CERTIFIED FINANCIAL PLANNER® professional and a current member of the Financial Planning Association. He earned a B.S. degree from Brigham Young University.
Jared’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jared has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Supporting professional investors with full-service planning and private market access
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Jared approaches every client relationship with curiosity and a focus on understanding the full picture of their life. His working style is strategic and centered on aligning decisions with long‑term goals. He helps clients navigate uncertainty by providing perspective, calm, and practical options that feel manageable. Clients who value thoughtful conversations and purposeful planning tend to work especially well with him.
Jared in real life
What keeps you busy outside of work?
I stay active outside of work, whether that’s playing pickleball, getting outdoors, or keeping up with college football. I’m also an avid reader, especially when it comes to history. I like spending my downtime doing things that keep me learning, moving, or connecting with others.
Favorite thing about where you live?
I love that Texas feels big in every sense with wide, open land, endless sky, and some of the most well-earned state pride in the country. In the DFW area, I appreciate the blend of culture, sports, and family friendly communities. It is a place that is constantly growing but still feels like home.
Any words you try to live by?
Make the best use of what is in your power, and take the rest as it happens.
Meet Jared’s Teammates
Christina Slavonik
Wealth Advisor
What Jared Says
Christina has the ability to simplify the noise. In complex cases, she’s a sounding board for essential issues and keeps the client experience front and center.
Matthew Loughren
Sr. Wealth Advisor
What Jared Says
Collaborating with Matthew creates a strong partnership, especially in putting together multi-layered plans. Clients can benefit from a thoughtful strategy as the result of our combined experience.
Melissa Cleghorn
Client Service Specialist
What Jared Says
In her client service role, Melissa plays a vital part in the client relationship and collaborates with me in a way that helps strengthen every relationship we touch.
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