Jared Dollar

Jared N. Dollar
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1850 US Highway 1 S

Saint Augustine, FL 32084-6017

About me

Background

Jared Dollar is a financial advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults 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

Jared is a native of Palatka, Florida, and a graduate of Flagler College. He’s an active member of the Rotary Club of Palatka Sunrise, current vestry member at St. Mark’s Episcopal Church, and serves 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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