Jared Kaplan Email & Phone Number
Partner @ NewEdge Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jared Kaplan Location
- Miami, FL, US
Jared Kaplan Work
- Partner @ (January 2022 - Present)
- Managing Director – Wealth Management @ UBS Financial Services, Inc., Private Wealth Management (January 2006 - January 2022)
Jared Kaplan Education
- University of Miami - School of Business
Master of Business Administration (M.B.A.)
- Eckerd College
Bachelor’s Degree
Jared Kaplan Skills
- Business Analysis
- Finance
- Wealth Management
- Microsoft Excel
- Management
- Underwriting
- Client Relationships
- Commercial Banking
- Business Planning
- Asset Management
- Loans
- Credit
- Product Development
Jared Kaplan Summary
- Jared Kaplan, based in Miami, FL, US, is currently a Partner at NewEdge Wealth. Jared Kaplan brings experience from previous roles at UBS Financial Services, Inc., Private Wealth Management. Jared Kaplan holds a Master of Business Administration (M.B.A.) @ University of Miami - School of Business. With a robust skill set that includes Business Analysis, Finance, Wealth Management, Microsoft Excel, Management and more. Jared Kaplan has 2 emails and 7 mobile phone numbers on RocketReach.
Looking for a different Jared Kaplan?
Find contact details for 700 million professionals.
Others Named Jared Kaplan
Jared Kaplan
Partner
Miami, FL, US
Jared Kaplan
Managing Partner
Syosset, NY, US
Jared Kaplan
Founder and CEO
Chicago, IL, US
Jared Kaplan
Co-Founder
Boca Raton, FL, US
Top NewEdge Wealth Employees
Lance White
Managing Director
Columbus, OH, US
Michael Weinberg
Managing Director
Florida, United States
Roland Pritchett
Managing Director
Atlanta, GA, US
William Debutts
Managing Director
Atlanta, GA, US
Danielle Brown
Managing Director
Stamford, CT, US
Robin Petty
Managing Director, Wealth Strategy
Philadelphia, PA, US
Jeffrey Thompson
Managing Director
Katy, TX, US
Lauren Friday
Managing Director, Senior Wealth Strategist
Pittsburgh, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co