Jared Roaten, CRPC

Jared Roaten, CRPC I offer clients more than 20 years of retirement planning/investment management experience. My wife, Jennifer, and I have two girls who are both cheerleaders.
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After spending most of my career with SunTrust Bank I joined The Principal Financial Network of Tennessee Valley. My focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. I follow a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate invest

ment plan, and regular portfolio rebalancing with the objective of obtaining measurable results. I also consult on risk management, retirement planning, insurance planning, and other critical financial strategies. I hold the professional designation of CRPC®, Chartered Retirement Planning Counselor. Most of my time away from the office is spent supporting their efforts. Jared Roaten is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Address

1575 N Germantown Pkwy
Memphis, TN
38016

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19013269986

Website

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