Jarrett M. (J)

Jarrett "J" M. began their work experience as a Financial Planner at Hinrichs Flanagan Financial in February 2008. Jarrett "J" then moved to MMFG in April 2009, where they held the role of Financial Planner until December 2010. In January 2011, they joined Merrill Lynch as a Wealth Management Advisor and remained there until December 2018. Currently, Jarrett is working at Belpointe Asset Management LLC as a Senior Portfolio Manager and is also the founder of Belpointe's Sports and Entertainment Division. At Belpointe, they are responsible for all equity and total portfolio disciplines, and they serve as the lead portfolio manager for 6 momentum based tactical total portfolios.

Jarrett "J" M. obtained a double degree in Business Administration with a focus on Finance from Elon University - Martha and Spencer Love School of Business. Jarrett "J" attended the university from 2003 to 2006. In 2011, they pursued a degree in Financial Planning, specializing in Asset Management, at the College for Financial Planning, which they completed in 2012. In 2012, they furthered their education in Financial Planning by obtaining a degree as an Accredited Asset Management Specialist from the same institution. Additionally, they obtained the Certified Private Wealth Advisor (CPWA) certification from the Investment and Wealth Institute in January 2018, followed by the Certified Private Wealth Advisor (CPWA) certification from the Certified Private Wealth Advisor in December 2017. In March 2017, they became a member of the Investments & Wealth Institute. It is worth noting that Jarrett's education history also includes a double degree in Business Administration with a focus on Finance and Management from Elon University, which they completed from 1960 to 2007.