Jared Tryon, CFA
Jared Tryon is a Wealth Advisor at Exemplar Financial Network. As a Wealth Advisor, he helps individuals and families with financial planning, investment management, estate planning and charitable giving. He is passionate about building trusting relationships with his clients and working alongside them to understand their lifetime aspirations.
Prior to joining Exemplar, Jared spent time at J.P. Morgan Private Bank and Bessemer Trust working with high net worth families. He also spent seven years as a Quantitative Analyst and Fixed Income Trader at Arbor Research and Trading covering the firm’s institutional client base. He began his career at Exemplar and after a brief 13 year tour to explore different areas within the investment landscape, he rejoined the team. Jared entered the finance world in 2008 and feels this was an extremely valuable time to gain an understanding of the markets and investor behavior.
Jared is a CFA charterholder and a member of the CFA Society of Chicago. He graduated with a BS in Finance from Northern Illinois University.
Jared resides in Crystal Lake with his wife (Natalie), their three children (Nora, Nadia and Jack) and their dog (Dexter).
Getting to know Jared:
Favorite food: freshly caught fish (Mahi-Mahi) and sushi.
The place Jared would most like to visit: Chile, to visit an observatory.
Favorite things to do: spending time with family and friends, biking, fishing, boating, golfing and tending to his daughters’ (secretly his) saltwater fish tank.
Guided Wealth Portfolios
Guided Wealth Portfolios Investment Management offers:
-A dedicated Financial Advisor
-Automatic portfolio rebalancing as markets move
-Portfolios of low cost ETFs to reduce fund fees
-Tax-loss harvesting to potentially reduce your tax burden
-Goal planning and account aggregation
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services inGWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as non-diversification, price volatility competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.