Jared Funk Email & Phone Number

Director of Advisory @ EMBREE FINANCIAL Group

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Jared Funk Location

Chicago, IL, US

Jared Funk Work

2025 - now Director of Advisory @ EMBREE FINANCIAL Group
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2023 - 2025 Senior Investment Advisor @ EMBREE FINANCIAL Group
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2020 - 2023 Senior Vice President @ Lenox Advisors

2016 - 2020 Vice President @ Lenox Advisors
2011 - 2016 Associate @ Lenox Advisors
2010 - 2010 Intern @ UBS Group AG

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Jared Funk Education

Vanderbilt Peabody College
M.Ed. (Organizational Leadership)
2010 - 2011
Vanderbilt University
B.A. (Economics, Corporate Strategy)
2006 - 2010
Saint Viator High School
2002 - 2006

Jared Funk Skills

Financial Advisory
Family Wealth Management
Financial Planning

Investments
Life Insurance
Estate Planning
Disability Insurance
Long Term Care
Retirement Planning
Asset Management

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Jared Funk Summary

Jared Funk, based in Chicago, IL, US, is currently a Director of Advisory at EMBREE FINANCIAL Group. Jared Funk brings experience from previous roles at EMBREE FINANCIAL Group and Lenox Advisors. Jared Funk holds a 2010 - 2011 M.Ed. in Organizational Leadership @ Vanderbilt Peabody College. With a robust skill set that includes Financial Advisory, Family Wealth Management, Financial Planning, Investments, Life Insurance and more. Jared Funk has 3 emails and 1 mobile phone numbers on RocketReach.

Jared Funk Emails

Found 3 emails

Jared Funk Phone Numbers

Found 3 phone numbers

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James Karabas

Managing Director at EMBREE FINANCIAL Group

Chicago, IL, US
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- +1 312-527-XXXX
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Samantha Davidson

Director Of Operations at EMBREE FINANCIAL Group

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Lara Dalton

Director of Financial Planning, CFP® at EMBREE FINANCIAL Group

Pittsburgh, PA, US
2
- gmail.com
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4
- +1 724-327-XXXX
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- +1 412-915-XXXX
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Andrew Farinelli

Private Wealth Advisor at EMBREE FINANCIAL Group

Chicago, IL, US
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- gmail.com
- embreefinancial.com
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Jennifer Clifford

Director of Financial Planning at EMBREE FINANCIAL Group

United States
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Matt Stadler

Senoir Investment Advisor at EMBREE FINANCIAL Group

Glenview, IL, US
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