Co-Founder & Partner
Jared Neven, CFP®
the vision
From the Beginning
Earlier in his career, Jared was an investment and wealth planner for Erben Associates, a boutique advisory firm in Austin, Texas, where he worked with high-net-worth individuals and business owners. There he focused on advising and consulting with planning for pre-sale and post-sale transactions of privately held businesses. Prior to that role, Jared worked as an investment consultant for Kestra Financial, an independent RIA and broker-dealer in Austin.
Overview & Experience
Jared Neven, CFP®
Jared is a co-founder and partner for Bellwether Advisory Group. Jared provides comprehensive advice and solutions for high-net-worth individuals, families, executives and business owners. Jared incorporates his multiple areas of expertise including retirement planning, investment management, tax planning, risk management and estate planning to help ensure that his clients’ goals and objectives are achieved. As a CERTIFIED FINANCIAL PLANNER™ professional, Jared seeks to provide his clients with clarity and peace of mind by creating customized investment solutions and designing holistic financial planning solutions catered to meet clients’ goals and objectives.
Prior to founding Bellwether Advisory Group, Jared served as a senior wealth advisor at Baker Tilly Wealth Management, a registered investment advisor (RIA), inside of an accounting firm. In this role, Jared served high-net-worth individuals, families and business owners with their personal wealth planning.
Jared attended Texas Tech University in Lubbock, Texas, where he earned his Bachelor of Science degree in Personal Financial Planning from the renowned School of Financial Planning. In addition, Jared enlisted and served eight years in the United States Army Reserve. Outside of his work, he enjoys playing golf, hunting, fishing, outdoor adventures, traveling and spending time with his wife and their two young children in The Woodlands, Texas.
