Jared Dollar

Jared N. Dollar, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1850 US Highway 1 S

Saint Augustine, FL 32084-6017

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 18 years of financial services, retirement planning, and investment management experience. I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Flagler College 1999

Personal Interests

I’m a native of Palatka, FL, and a graduate of Flagler College. I’m an active member of the Rotary Club of Palatka Sunrise, current vestry member at St. Mark’s Episcopal Church, and serve on the board of the Heart of Putnam Food Pantry.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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