Jared Poertner is an experienced financial services professional currently serving as a Regional Consultant and former National Consultant at AssetMark since June 2012, where responsibilities include consulting for a territory with approximately $500 million in assets under management and building relationships with financial advisors. Previous roles at AssetMark included Business Development Specialist, focusing on establishing new advisor relationships and understanding their practices, and Internal Sales Consultant, supporting an $800 million territory alongside an external consultant. Prior to AssetMark, Jared worked as a Financial Advisor at Edward Jones from October 2010 to June 2012, managing a $20 million AUM portfolio in a solo practice. Jared holds a Bachelor's Degree from Indiana University Bloomington, graduated in 2009.
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