Jared Wheeler is a Financial Planning Associate at Bartlett Wealth Management and has previous experience as an Intern at Bartlett & Co. Jared holds a Bachelor's degree in Finance from the University of Cincinnati, along with a minor in International Business. Wheeler graduated from Kings High School in 2015.
May, 2023 - present
Financial Planning Associate at Potomac Financial Private Client Group
Financial Planning Associate at Clearstead
Financial Planning Associate at Mason Investment Advisory Services, Inc.
Financial Planning Associate at FCA Corp
Financial Planning Associate at Betcher Financial Group