Jared Mullin

Jared Mullin, CFP®, is an experienced financial professional with a diverse background in financial consulting and wealth planning. Significant roles include serving as Vice President and Wealth Planner at Fidelity Investments and Financial Consultant at AXA Advisors, LLC, where Jared managed a $17 million portfolio and assisted over 120 clients in areas such as tax, retirement savings, and investment strategies. Jared began in finance with an internship at Morgan Stanley and has held various leadership positions, including Treasurer for the Hofstra University Resident Student Association and Resident Assistant, where mentorship and community building were key responsibilities. Jared holds a Bachelor of Business Administration in Finance from Hofstra University.