Jared Needelman, Senior Client Associate & Technology Specialist at MJP Wealth Advisors, has been with the firm since 2013.
Jared guides clients through the onboarding process, manages client inquiries, and assists with client review preparation. He also provides technology consulting for new and existing clients across various applications, and enjoys the challenge of tapping into various resources to to help clients gain the support they need to achieve their investment goals.
Jared holds Series 6 and 63 securities registrations and graduated from Roger Williams University with a Bachelor of Arts in business management.
Jared is a huge New York Giants fan who lives in West Hartford, CT. Outside of the office, he enjoys traveling, hiking, golf, and attending local charitable events.